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SHP Wealth Management’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

SHP Wealth Management’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 		$1.23K Buy
27
+15
+125% +$694 ﹤0.01% 1533
2026
Q1 		$499 Buy
+12
New +$521 ﹤0.01% 1615

Other funds holding BKLC

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

SHP Wealth Management's BKLC Position: Q2 2026 in Review

SHP Wealth Management increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 125% in Q2 2026, buying an estimated $694 and bringing the position to 27 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

SHP Wealth Management first reported a position in BKLC in Q1 2026 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • SHP Wealth Management held 27 shares of BNY Mellon US Large Cap Core Equity ETF worth $1.23K as of Q2 2026.
  • SHP Wealth Management bought 15 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $694.
  • BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1533 holding.
  • SHP Wealth Management first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.