T
BKLC icon

Transce3nd’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Transce3nd’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
2025
Q1 		– Sell
-3,954
Closed -$148K – 1229
2024
Q4 		$148K Buy
+3,954
New +$148K 0.05% 205

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Transce3nd's BKLC Position: Q1 2025 in Review

Transce3nd sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q1 2025, closing a stake of 3,954 shares — an estimated $148K sold.

Transce3nd first reported a position in BKLC in Q4 2024 and held it in 1 quarter. The position peaked at $148K in Q4 2024. 100 funds tracked by Wall St. Rank hold BKLC as of Q1 2025.

  • Transce3nd reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Transce3nd sold 3,954 BNY Mellon US Large Cap Core Equity ETF shares in Q1 2025, an estimated $148K.
  • Transce3nd first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2024 and held it in 1 quarter.
  • Transce3nd's BNY Mellon US Large Cap Core Equity ETF position peaked at $148K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.