WA
BKLC icon

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

Win 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
-236,067
Closed -$9.82M – 77
2026
Q1 		$9.82M Buy
+236,067
New +$10.2M 4.49% 6
2025
Q1 		– Sell
-72,378
Closed -$2.7M – 56
2024
Q4 		$2.7M Buy
+72,378
New +$2.71M 1.31% 25

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

Win Advisors's BKLC Position: Q2 2026 in Review

Win Advisors sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q2 2026, closing a stake of 236,067 shares — an estimated $9.82M sold.

Win Advisors first reported a position in BKLC in Q4 2024 and held it in 2 quarters. The position peaked at $9.82M in Q1 2026. 154 funds tracked by Wall St. Rank hold BKLC as of Q2 2026.

  • Win Advisors reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Win Advisors sold 236,067 BNY Mellon US Large Cap Core Equity ETF shares in Q2 2026, an estimated $9.82M.
  • Win Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2024 and held it in 2 quarters.
  • Win Advisors's BNY Mellon US Large Cap Core Equity ETF position peaked at $9.82M 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 Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.