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

Stiles 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	$1.65M	Sell	34,422 -4,509	-12%	-$209K	0.41%	60
2026 Q1	$1.62M	Sell	38,931 -13,725	-26%	-$596K	0.49%	59
2025 Q4	$2.3M	Sell	52,656 -12,543	-19%	-$543K	0.71%	47
2025 Q3	$2.79M	Sell	65,199 -17,208	-21%	-$706K	0.88%	35
2025 Q2	$3.25M	Sell	82,407 -24,123	-23%	-$879K	1.12%	23
2025 Q1	$3.78M	Buy	106,530 +15,468	+17%	+$580K	1.45%	12
2024 Q4	$3.4M	Buy	+91,062	New	+$3.41M	1.23%	20

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

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

Stiles Financial Services reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 12% in Q2 2026, selling an estimated $209K and leaving 34,422 shares worth $1.65M. The position accounts for 0.41% of the portfolio, ranked #60.

Stiles Financial Services first reported a position in BKLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.78M in Q1 2025. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Stiles Financial Services held 34,422 shares of BNY Mellon US Large Cap Core Equity ETF worth $1.65M as of Q2 2026.
Stiles Financial Services sold 4,509 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $209K.
BNY Mellon US Large Cap Core Equity ETF made up 0.41% of Stiles Financial Services's portfolio in Q2 2026, its #60 holding.
Stiles Financial Services first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
Stiles Financial Services's BNY Mellon US Large Cap Core Equity ETF position peaked at $3.78M in Q1 2025.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.