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 Q3	–	Sell	-4,959	Closed	-$237K	–	73
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 $3.35B AUM 8.19% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Andina Capital Management Lehi, Utah $69.4M AUM 8.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Watchman Group's BKLC Position: Q3 2026 in Review

Watchman Group sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q3 2026, closing a stake of 4,959 shares — an estimated $237K sold.

Watchman Group first reported a position in BKLC in Q1 2024 and held it in 5 quarters. The position peaked at $237K in Q2 2026. 30 funds tracked by Wall St. Rank hold BKLC as of Q3 2026.

Watchman Group reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q3 2026 after selling out during the quarter.
Watchman Group sold 4,959 BNY Mellon US Large Cap Core Equity ETF shares in Q3 2026, an estimated $237K.
Watchman Group first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2024 and held it in 5 quarters.
Watchman Group's BNY Mellon US Large Cap Core Equity ETF position peaked at $237K in Q2 2026.
30 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q3 2026.

Based on Watchman Group's 13F filing for Q3 2026, filed 16 Oct 2026.