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

Summit Financial’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 		$321K Buy
6,711
+21
+0.3% +$972 ﹤0.01% 1296
2026
Q1 		$278K Buy
6,690
+15
+0.2% +$651 ﹤0.01% 1220
2025
Q4 		$292K Sell
6,675
-1,746
-21% -$75.5K ﹤0.01% 1096
2025
Q3 		$360K Buy
+8,421
New +$345K 0.01% 999

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

Summit Financial's BKLC Position: Q2 2026 in Review

Summit Financial increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 0.31% in Q2 2026, buying an estimated $972 and bringing the position to 6,711 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Summit Financial first reported a position in BKLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $360K in Q3 2025. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Summit Financial held 6,711 shares of BNY Mellon US Large Cap Core Equity ETF worth $321K as of Q2 2026.
  • Summit Financial bought 21 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $972.
  • BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1296 holding.
  • Summit Financial first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's BNY Mellon US Large Cap Core Equity ETF position peaked at $360K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

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