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Silver Oak Securities’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Silver Oak Securities’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 		– Sell
-43,980
Closed -$1.83M – 836
2026
Q1 		$1.83M Buy
43,980
+36
+0.1% +$1.56K 0.13% 159
2025
Q4 		$1.93M Buy
+43,944
New +$1.9M 0.13% 160

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

Silver Oak Securities's BKLC Position: Q2 2026 in Review

Silver Oak Securities sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2026, closing a stake of 43,980 shares — an estimated $1.83M sold.

Silver Oak Securities first reported a position in BKLC in Q4 2025 and held it in 2 quarters. The position peaked at $1.93M in Q4 2025. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Silver Oak Securities reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 43,980 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $1.83M.
  • Silver Oak Securities first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2025 and held it in 2 quarters.
  • Silver Oak Securities's BNY Mellon US Large Cap Core Equity ETF position peaked at $1.93M in Q4 2025.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.