Sequoia Financial Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Sequoia Financial 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	$317K	Hold	6,639	–	–	﹤0.01%	1637
2026 Q1	$276K	Buy	6,639 +1,119	+20%	+$48.6K	﹤0.01%	1611
2025 Q4	$241K	Hold	5,520	–	–	﹤0.01%	1696
2025 Q3	$236K	Hold	5,520	–	–	﹤0.01%	1528
2025 Q2	$218K	Buy	+5,520	New	+$201K	﹤0.01%	1437

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

Sequoia Financial Advisors's BKLC Position: Q2 2026 in Review

Sequoia Financial Advisors held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q2 2026 at 6,639 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Sequoia Financial Advisors first reported a position in BKLC in Q2 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Sequoia Financial Advisors held 6,639 shares of BNY Mellon US Large Cap Core Equity ETF worth $317K as of Q2 2026.
Sequoia Financial Advisors 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 ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1637 holding.
Sequoia Financial Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.