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

Virtue 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
Q1 		– Sell
-5,016
Closed -$219K – 330
2025
Q4 		$219K Buy
5,016
+3,456
+222% +$149K 0.03% 283
2025
Q3 		$606K Buy
+1,560
New +$64K 0.1% 153

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
MMFA
Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
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
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

Virtue Capital Management's BKLC Position: Q1 2026 in Review

Virtue Capital Management sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q1 2026, closing a stake of 5,016 shares — an estimated $219K sold.

Virtue Capital Management first reported a position in BKLC in Q3 2025 and held it in 2 quarters. The position peaked at $606K in Q3 2025. 143 funds tracked by Wall St. Rank hold BKLC as of Q1 2026.

  • Virtue Capital Management reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Virtue Capital Management sold 5,016 BNY Mellon US Large Cap Core Equity ETF shares in Q1 2026, an estimated $219K.
  • Virtue Capital Management first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2025 and held it in 2 quarters.
  • Virtue Capital Management's BNY Mellon US Large Cap Core Equity ETF position peaked at $606K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2026.

Based on Virtue Capital Management's 13F filing for Q1 2026, filed 7 May 2026.