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Strategic Financial Planning’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Strategic Financial Planning’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 		$4.59M Sell
96,081
-246,537
-72% -$11.4M 2.4% 14
2026
Q1 		$5.09M Buy
342,618
+288,927
+538% +$12.5M 2.98% 11
2025
Q4 		$2.34M Buy
+53,691
New +$2.32M 1.33% 18

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

Strategic Financial Planning's BKLC Position: Q2 2026 in Review

Strategic Financial Planning reduced its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 72% in Q2 2026, selling an estimated $11.4M and leaving 96,081 shares worth $4.59M. The position accounts for 2.4% of the portfolio, ranked #14.

Strategic Financial Planning first reported a position in BKLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.09M in Q1 2026. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Strategic Financial Planning held 96,081 shares of BNY Mellon US Large Cap Core Equity ETF worth $4.59M as of Q2 2026.
  • Strategic Financial Planning sold 246,537 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $11.4M.
  • BNY Mellon US Large Cap Core Equity ETF made up 2.4% of Strategic Financial Planning's portfolio in Q2 2026, its #14 holding.
  • Strategic Financial Planning first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Financial Planning's BNY Mellon US Large Cap Core Equity ETF position peaked at $5.09M in Q1 2026.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.