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Whittier Trust’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Whittier Trust’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 		$88.4K Hold
1,839
– – ﹤0.01% 768
2026
Q1 		$77.2K Hold
1,839
– – ﹤0.01% 761
2025
Q4 		$81.4K Buy
+1,839
New +$79.5K ﹤0.01% 776

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

Whittier Trust's BKLC Position: Q2 2026 in Review

Whittier Trust held its BNY Mellon US Large Cap Core Equity ETF (BKLC) position steady in Q2 2026 at 1,839 shares worth $88.4K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Whittier Trust first reported a position in BKLC in Q4 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Whittier Trust held 1,839 shares of BNY Mellon US Large Cap Core Equity ETF worth $88.4K as of Q2 2026.
  • Whittier Trust left its BNY Mellon US Large Cap Core Equity ETF share count unchanged in Q2 2026.
  • BNY Mellon US Large Cap Core Equity ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #768 holding.
  • Whittier Trust first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.