SPIA
BKLC icon

Steward Partners Investment Advisory’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Steward Partners Investment Advisory’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 		$1.82M Buy
38,115
+999
+3% +$46.2K 0.01% 968
2026
Q1 		$1.54M Buy
37,116
+18,468
+99% +$801K 0.01% 960
2025
Q4 		$813K Buy
18,648
+1,812
+11% +$78.4K ﹤0.01% 1175
2025
Q3 		$720K Buy
16,836
+867
+5% +$35.6K ﹤0.01% 1200
2025
Q2 		$630K Buy
15,969
+618
+4% +$22.5K ﹤0.01% 1188
2025
Q1 		$544K Buy
15,351
+1,485
+11% +$55.7K ﹤0.01% 1181
2024
Q4 		$518K Buy
13,866
+468
+3% +$17.6K ﹤0.01% 1141
2024
Q3 		$489K Buy
13,398
+1,731
+15% +$60.7K ﹤0.01% 1116
2024
Q2 		$404K Buy
11,667
+3,048
+35% +$101K ﹤0.01% 1151
2024
Q1 		$287K Buy
8,619
+2,493
+41% +$78.7K ﹤0.01% 1279
2023
Q4 		$185K Buy
6,126
+567
+10% +$16K ﹤0.01% 1409
2023
Q3 		$150K Buy
5,559
+2,577
+86% +$71.8K ﹤0.01% 1404
2023
Q2 		$82.9K Buy
2,982
+2,310
+344% +$60.3K ﹤0.01% 1675
2023
Q1 		$17.1K Hold
672
– – ﹤0.01% 2316
2022
Q4 		$15.7K Hold
672
– – ﹤0.01% 2359
2022
Q3 		$15K Hold
672
– – ﹤0.01% 2335
2022
Q2 		$16K Hold
672
– – ﹤0.01% 2311
2022
Q1 		$19K Hold
672
– – ﹤0.01% 2386
2021
Q4 		$20K Hold
672
– – ﹤0.01% 2313
2021
Q3 		$18K Buy
+672
New +$18.8K ﹤0.01% 2363

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

Steward Partners Investment Advisory's BKLC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 2.7% in Q2 2026, buying an estimated $46.2K and bringing the position to 38,115 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #968.

Steward Partners Investment Advisory first reported a position in BKLC in Q3 2021 and has held it in 20 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Steward Partners Investment Advisory held 38,115 shares of BNY Mellon US Large Cap Core Equity ETF worth $1.82M as of Q2 2026.
  • Steward Partners Investment Advisory bought 999 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $46.2K.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #968 holding.
  • Steward Partners Investment Advisory first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2021 and has held it in 20 quarters since.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.