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

Waverly Advisors’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 		– Sell
-1,644
Closed -$68.4K – 1763
2026
Q1 		$68.4K Buy
+1,644
New +$71.3K ﹤0.01% 1554

Other funds holding BKLC

RA
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Waverly Advisors's BKLC Position: Q2 2026 in Review

Waverly Advisors sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2026, closing a stake of 1,644 shares — an estimated $68.4K sold.

Waverly Advisors first reported a position in BKLC in Q1 2026 and held it in 1 quarter. The position peaked at $68.4K in Q1 2026. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Waverly Advisors reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 1,644 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $68.4K.
  • Waverly Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's BNY Mellon US Large Cap Core Equity ETF position peaked at $68.4K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.