Retirement Income Solutions’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Retirement Income Solutions’s Portfolio BKLC Stock Details BKLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$931K	Hold	22,380	–	–	0.16%	57
2026 Q1	$931K	Hold	22,380	–	–	0.16%	57
2025 Q4	$976K	Hold	22,380	–	–	0.17%	56
2025 Q3	$958K	Hold	22,380	–	–	0.16%	55
2025 Q2	$883K	Hold	22,380	–	–	0.16%	54
2025 Q1	$793K	Sell	22,380 -600	-3%	-$22.5K	0.17%	51
2024 Q4	$858K	Sell	22,980 -411	-2%	-$15.4K	0.17%	51
2024 Q3	$854K	Sell	23,391 -1,542	-6%	-$54K	0.2%	51
2024 Q2	$863K	Sell	24,933 -3,666	-13%	-$122K	0.21%	50
2024 Q1	$951K	Sell	28,599 -162	-0.6%	-$5.12K	0.22%	50
2023 Q4	$867K	Hold	28,761	–	–	0.22%	53
2023 Q3	$777K	Hold	28,761	–	–	0.22%	52
2023 Q2	$799K	Sell	28,761 -8,337	-22%	-$218K	0.21%	55
2023 Q1	$942K	Sell	37,098 -15,675	-30%	-$383K	0.27%	46
2022 Q4	$1.23M	Sell	52,773 -33,327	-39%	-$786K	0.39%	34
2022 Q3	$1.94M	Sell	86,100 -6,888	-7%	-$169K	0.7%	23
2022 Q2	$2.17M	Buy	+92,988	New	+$2.35M	0.77%	20

Other funds holding BKLC

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Retirement Income Solutions's BKLC Position: Q2 2026 in Review

Retirement Income Solutions held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q2 2026 at 22,380 shares worth $931K. The position accounts for 0.16% of the portfolio, ranked #57.

Retirement Income Solutions first reported a position in BKLC in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.17M in Q2 2022. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Retirement Income Solutions held 22,380 shares of BNY Mellon US Large Cap Core Equity ETF worth $931K as of Q2 2026.
Retirement Income Solutions left its BNY Mellon US Large Cap Core Equity ETF share count unchanged in Q2 2026.
BNY Mellon US Large Cap Core Equity ETF made up 0.16% of Retirement Income Solutions's portfolio in Q2 2026, its #57 holding.
Retirement Income Solutions first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
Retirement Income Solutions's BNY Mellon US Large Cap Core Equity ETF position peaked at $2.17M in Q2 2022.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.