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Wills Financial Group’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Wills Financial 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
2025
Q4 		– Sell
-5,115
Closed -$219K – 74
2025
Q3 		$219K Buy
5,115
+15
+0.3% +$615 0.09% 66
2025
Q2 		$201K Sell
5,100
-921
-15% -$33.6K 0.09% 69
2025
Q1 		$213K Buy
6,021
+18
+0.3% +$675 0.09% 61
2024
Q4 		$224K Sell
6,003
-1,626
-21% -$61K 0.1% 63
2024
Q3 		$279K Sell
7,629
-1,470
-16% -$51.5K 0.12% 58
2024
Q2 		$315K Buy
+9,099
New +$302K 0.15% 54

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Wills Financial Group's BKLC Position: Q4 2025 in Review

Wills Financial Group sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q4 2025, closing a stake of 5,115 shares — an estimated $219K sold.

Wills Financial Group first reported a position in BKLC in Q2 2024 and held it in 6 quarters. The position peaked at $315K in Q2 2024. 145 funds tracked by Wall St. Rank hold BKLC as of Q4 2025.

  • Wills Financial Group reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Wills Financial Group sold 5,115 BNY Mellon US Large Cap Core Equity ETF shares in Q4 2025, an estimated $219K.
  • Wills Financial Group first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2024 and held it in 6 quarters.
  • Wills Financial Group's BNY Mellon US Large Cap Core Equity ETF position peaked at $315K in Q2 2024.
  • 145 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q4 2025.

Based on Wills Financial Group's 13F filing for Q4 2025, filed 11 Feb 2026.