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

WealthBridge 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 Q2	$22.3M	Buy	467,469 +29,712	+7%	+$1.38M	4.44%	4
2026 Q1	$18.2M	Sell	437,757 -5,073	-1%	-$220K	4.19%	4
2025 Q4	$19.3M	Buy	442,830 +18,411	+4%	+$796K	4.4%	4
2025 Q3	$18.2M	Buy	424,419 +2,406	+0.6%	+$98.7K	4.26%	4
2025 Q2	$16.7M	Buy	422,013 +25,107	+6%	+$915K	4.22%	4
2025 Q1	$14.1M	Buy	396,906 +5,352	+1%	+$201K	3.97%	5
2024 Q4	$14.6M	Buy	391,554 +38,682	+11%	+$1.45M	4.06%	5
2024 Q3	$12.9M	Buy	352,872 +51,432	+17%	+$1.8M	3.68%	6
2024 Q2	$10.4M	Buy	301,440 +17,799	+6%	+$591K	3.43%	6
2024 Q1	$9.44M	Buy	283,641 +54,117	+24%	+$1.71M	3.18%	6
2023 Q4	$6.92M	Buy	229,524 +46,110	+25%	+$1.3M	2.59%	8
2023 Q3	$4.95M	Buy	183,414 +17,595	+11%	+$490K	2.04%	10
2023 Q2	$4.61M	Buy	165,819 +1,842	+1%	+$48.1K	1.84%	11
2023 Q1	$4.16M	Buy	163,977 +2,265	+1%	+$55.4K	1.66%	10
2022 Q4	$3.78M	Sell	161,712 -11,829	-7%	-$279K	1.58%	12
2022 Q3	$4.04M	Hold	173,541	–	–	1.72%	11
2022 Q2	$4.04M	Buy	173,541 +39,648	+30%	+$1M	1.72%	11
2022 Q1	$3.79M	Buy	133,893 +42,204	+46%	+$1.17M	1.42%	18
2021 Q4	$2.74M	Buy	91,689 +68,295	+292%	+$1.98M	1.02%	23
2021 Q3	$636K	Buy	+23,394	New	+$653K	0.24%	84

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

WealthBridge Capital Management's BKLC Position: Q2 2026 in Review

WealthBridge Capital Management increased its BNY Mellon US Large Cap Core Equity ETF (BKLC) stake by 6.8% in Q2 2026, buying an estimated $1.38M and bringing the position to 467,469 shares worth $22.3M. The position accounts for 4.44% of the portfolio, ranked #4.

WealthBridge Capital Management first reported a position in BKLC in Q3 2021 and has held it in 20 quarters since. 153 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

WealthBridge Capital Management held 467,469 shares of BNY Mellon US Large Cap Core Equity ETF worth $22.3M as of Q2 2026.
WealthBridge Capital Management bought 29,712 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $1.38M.
BNY Mellon US Large Cap Core Equity ETF made up 4.44% of WealthBridge Capital Management's portfolio in Q2 2026, its #4 holding.
WealthBridge Capital Management first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q3 2021 and has held it in 20 quarters since.
153 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.