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Savvy Advisors Inc’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Savvy Advisors Inc’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 		$658K Sell
13,773
-10,461
-43% -$484K 0.01% 676
2026
Q1 		$1.01M Buy
+24,234
New +$1.05M 0.03% 426

Other funds holding BKLC

RA
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Savvy Advisors Inc's BKLC Position: Q2 2026 in Review

Savvy Advisors Inc reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 43% in Q2 2026, selling an estimated $484K and leaving 13,773 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #676.

Savvy Advisors Inc first reported a position in BKLC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.01M in Q1 2026. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Savvy Advisors Inc held 13,773 shares of BNY Mellon US Large Cap Core Equity ETF worth $658K as of Q2 2026.
  • Savvy Advisors Inc sold 10,461 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $484K.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #676 holding.
  • Savvy Advisors Inc first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • Savvy Advisors Inc's BNY Mellon US Large Cap Core Equity ETF position peaked at $1.01M in Q1 2026.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.