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

Watchman 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 Q2	$237K	Buy	+4,959	New	+$230K	0.05%	70
2026 Q1	–	Sell	-4,959	Closed	-$216K	–	74
2025 Q4	$216K	Buy	+4,959	New	+$215K	0.05%	77
2025 Q1	–	Sell	-5,802	Closed	-$217K	–	83
2024 Q4	$217K	Sell	5,802 -96	-2%	-$3.6K	0.06%	79
2024 Q3	$215K	Buy	+5,898	New	+$207K	0.06%	80
2024 Q2	–	Sell	-6,378	Closed	-$212K	–	82
2024 Q1	$212K	Buy	+6,378	New	+$201K	0.06%	80

Other funds holding BKLC

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Watchman Group's BKLC Position: Q2 2026 in Review

Watchman Group opened a new position in BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2026: 4,959 shares worth $237K. The stake represents 0.05% of the portfolio and ranks #70 among its holdings. This is a return to the name: Watchman Group previously reported a position in BKLC as recently as Q4 2025.

Watchman Group first reported a position in BKLC in Q1 2024 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

Watchman Group held 4,959 shares of BNY Mellon US Large Cap Core Equity ETF worth $237K as of Q2 2026.
BNY Mellon US Large Cap Core Equity ETF was a new Watchman Group position in Q2 2026.
BNY Mellon US Large Cap Core Equity ETF made up 0.05% of Watchman Group's portfolio in Q2 2026, its #70 holding.
Watchman Group first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2024 and has held it in 5 quarters since.
154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Watchman Group's 13F filing for Q2 2026, filed 27 Jul 2026.