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Wealth Forward LLC’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Wealth Forward LLC’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 		$5.14M Buy
107,595
+2,589
+2% +$120K 2.56% 14
2026
Q1 		$4.37M Sell
105,006
-1,092
-1% -$47.4K 2.47% 14
2025
Q4 		$4.63M Sell
106,098
-108
-0.1% -$4.67K 2.61% 14
2025
Q3 		$4.54M Buy
106,206
+45,510
+75% +$1.87M 2.64% 14
2025
Q2 		$2.4M Sell
60,696
-48
-0.1% -$1.75K 1.61% 13
2025
Q1 		$2.15M Buy
60,744
+366
+0.6% +$13.7K 1.53% 13
2024
Q4 		$2.26M Buy
60,378
+10,422
+21% +$391K 1.59% 12
2024
Q3 		$1.82M Buy
49,956
+15,177
+44% +$532K 1.28% 13
2024
Q2 		$1.2M Sell
34,779
-957
-3% -$31.8K 0.94% 14
2024
Q1 		$1.19M Buy
35,736
+441
+1% +$13.9K 0.94% 15
2023
Q4 		$1.06M Buy
+35,295
New +$995K 0.9% 15

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
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

Wealth Forward LLC's BKLC Position: Q2 2026 in Review

Wealth Forward LLC increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 2.5% in Q2 2026, buying an estimated $120K and bringing the position to 107,595 shares worth $5.14M. The position accounts for 2.56% of the portfolio, ranked #14.

Wealth Forward LLC first reported a position in BKLC in Q4 2023 and has held it in 11 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Wealth Forward LLC held 107,595 shares of BNY Mellon US Large Cap Core Equity ETF worth $5.14M as of Q2 2026.
  • Wealth Forward LLC bought 2,589 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $120K.
  • BNY Mellon US Large Cap Core Equity ETF made up 2.56% of Wealth Forward LLC's portfolio in Q2 2026, its #14 holding.
  • Wealth Forward LLC first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.