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Sowell Financial Services’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Sowell Financial Services’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 		$325K Hold
6,795
– – 0.01% 836
2026
Q1 		$283K Hold
6,795
– – 0.01% 853
2025
Q4 		$296K Sell
6,795
-195
-3% -$8.44K 0.01% 838
2025
Q3 		$299K Hold
6,990
– – 0.01% 810
2025
Q2 		$276K Hold
6,990
– – 0.01% 821
2025
Q1 		$248K Buy
+6,990
New +$262K 0.01% 849

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

Sowell Financial Services's BKLC Position: Q2 2026 in Review

Sowell Financial Services held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q2 2026 at 6,795 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #836.

Sowell Financial Services first reported a position in BKLC in Q1 2025 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Sowell Financial Services held 6,795 shares of BNY Mellon US Large Cap Core Equity ETF worth $325K as of Q2 2026.
  • Sowell Financial Services 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 Sowell Financial Services's portfolio in Q2 2026, its #836 holding.
  • Sowell Financial Services first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.