Triumph Capital Management
BKLC icon

Triumph Capital Management’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Triumph Capital Management’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 		$117K Hold
2,400
– – 0.02% 466
2026
Q2 		$115K Hold
2,400
– – 0.02% 465
2026
Q1 		$100K Hold
2,400
– – 0.02% 460
2025
Q4 		$105K Buy
+2,400
New +$104K 0.02% 431

Other funds holding BKLC

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Bank of New York Mellon
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Sentinel Pension Advisors
Sentinel Pension Advisors Wakefield, Massachusetts $801M AUM 10.58% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return
Woodard & Company Asset Management Group
Woodard & Company Asset Management Group Bermuda Run, North Carolina $672M AUM 22.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Zhang Financial
Zhang Financial Portage, Michigan $3.58B AUM 15.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Triumph Capital Management's BKLC Position: Q3 2026 in Review

Triumph Capital Management held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q3 2026 at 2,400 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #466.

Triumph Capital Management first reported a position in BKLC in Q4 2025 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold BKLC as of Q3 2026.

  • Triumph Capital Management held 2,400 shares of BNY Mellon US Large Cap Core Equity ETF worth $117K as of Q3 2026.
  • Triumph Capital Management left its BNY Mellon US Large Cap Core Equity ETF share count unchanged in Q3 2026.
  • BNY Mellon US Large Cap Core Equity ETF made up 0.02% of Triumph Capital Management's portfolio in Q3 2026, its #466 holding.
  • Triumph Capital Management first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 120 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.