The Wealth Group
BKLC icon

The Wealth Group’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

The Wealth Group’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
Q3 		$2.29M Buy
46,598
+4,424
+10% +$215K 0.42% 28
2026
Q2 		$2.02M Buy
42,174
+2,469
+6% +$114K 0.39% 28
2026
Q1 		$1.65M Buy
39,705
+9,504
+31% +$412K 0.38% 28
2025
Q4 		$1.32M Buy
30,201
+525
+2% +$22.7K 0.29% 33
2025
Q3 		$1.27M Sell
29,676
-10,926
-27% -$448K 0.29% 34
2025
Q2 		$1.6M Buy
+40,602
New +$1.48M 0.41% 31

Other funds holding BKLC

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Forward LLC
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
David Kennon
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
Andina Capital Management
Andina Capital Management Lehi, Utah $69.4M AUM 8.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

The Wealth Group's BKLC Position: Q3 2026 in Review

The Wealth Group increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 10% in Q3 2026, buying an estimated $215K and bringing the position to 46,598 shares worth $2.29M. The position accounts for 0.42% of the portfolio, ranked #28.

The Wealth Group first reported a position in BKLC in Q2 2025 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold BKLC as of Q3 2026.

  • The Wealth Group held 46,598 shares of BNY Mellon US Large Cap Core Equity ETF worth $2.29M as of Q3 2026.
  • The Wealth Group bought 4,424 BNY Mellon US Large Cap Core Equity ETF shares in Q3 2026, an estimated $215K.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.42% of The Wealth Group's portfolio in Q3 2026, its #28 holding.
  • The Wealth Group first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • 25 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.