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Sentinel Pension Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Sentinel Pension Advisors’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 		$147M Buy
9,267,021
+6,275,430
+210% +$291M 19.23% 1
2026
Q1 		$124M Buy
2,991,591
+94,806
+3% +$4.11M 18.4% 1
2025
Q4 		$126M Buy
2,896,785
+340,761
+13% +$14.7M 19.4% 1
2025
Q3 		$109M Sell
2,556,024
-1,923
-0.1% -$78.9K 17.49% 1
2025
Q2 		$101M Buy
2,557,947
+50,202
+2% +$1.83M 17% 1
2025
Q1 		$88.9M Buy
2,507,745
+54,405
+2% +$2.04M 16.35% 1
2024
Q4 		$91.6M Buy
2,453,340
+63,780
+3% +$2.39M 17% 1
2024
Q3 		$87.3M Buy
2,389,560
+93,072
+4% +$3.26M 16.81% 1
2024
Q2 		$79.4M Buy
2,296,488
+25,542
+1% +$847K 16.48% 1
2024
Q1 		$75.5M Buy
2,270,946
+7,992
+0.4% +$252K 16.16% 1
2023
Q4 		$68.2M Buy
2,262,954
+126,039
+6% +$3.55M 16.22% 1
2023
Q3 		$57.7M Sell
2,136,915
-27,378
-1% -$763K 14.06% 1
2023
Q2 		$60.1M Buy
2,164,293
+33,486
+2% +$875K 14.57% 1
2023
Q1 		$53.8M Buy
2,130,807
+141,216
+7% +$3.45M 13.62% 1
2022
Q4 		$46.5M Buy
1,989,591
+73,344
+4% +$1.73M 14.58% 1
2022
Q3 		$42.4M Buy
1,916,247
+130,269
+7% +$3.2M 14.79% 1
2022
Q2 		$41.6M Buy
1,785,978
+689,166
+63% +$17.4M 13.99% 1
2022
Q1 		$31.1M Buy
+1,096,812
New +$30.5M 10.53% 2

Other funds holding BKLC

RPOA Advisors
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Wealthspire Advisors (New York)
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
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return

Sentinel Pension Advisors's BKLC Position: Q2 2026 in Review

Sentinel Pension Advisors increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 210% in Q2 2026, buying an estimated $291M and bringing the position to 9,267,021 shares worth $147M. The position accounts for 19.23% of the portfolio, ranked #1.

Sentinel Pension Advisors first reported a position in BKLC in Q1 2022 and has held it in 18 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Sentinel Pension Advisors held 9,267,021 shares of BNY Mellon US Large Cap Core Equity ETF worth $147M as of Q2 2026.
  • Sentinel Pension Advisors bought 6,275,430 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $291M.
  • BNY Mellon US Large Cap Core Equity ETF made up 19.23% of Sentinel Pension Advisors's portfolio in Q2 2026, its #1 holding.
  • Sentinel Pension Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.