AF
BKCG

Allworth Financial’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

Allworth Financial’s Portfolio BKCG Stock Details BKCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-733
Closed -$24.9K – 5456
2026
Q1 		$24.9K Hold
733
– – ﹤0.01% 2829
2025
Q4 		$26.7K Buy
+733
New +$26.4K ﹤0.01% 2614

Other funds holding BKCG

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Allworth Financial's BKCG Position: Q2 2026 in Review

Allworth Financial sold out of BNY Mellon Concentrated Growth ETF (BKCG) in Q2 2026, closing a stake of 733 shares — an estimated $24.9K sold.

Allworth Financial first reported a position in BKCG in Q4 2025 and held it in 2 quarters. The position peaked at $26.7K in Q4 2025. 29 funds tracked by Wall St. Rank hold BKCG as of Q2 2026.

  • Allworth Financial reported no remaining BNY Mellon Concentrated Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 733 BNY Mellon Concentrated Growth ETF shares in Q2 2026, an estimated $24.9K.
  • Allworth Financial first reported a position in BNY Mellon Concentrated Growth ETF in Q4 2025 and held it in 2 quarters.
  • Allworth Financial's BNY Mellon Concentrated Growth ETF position peaked at $26.7K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.