BFS
BKCG

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

BridgePort Financial Solutions’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 		$228K Hold
6,107
– – 0.06% 218
2026
Q1 		$207K Hold
6,107
– – 0.06% 224
2025
Q4 		$222K Hold
6,107
– – 0.06% 221
2025
Q3 		$218K Buy
+6,107
New +$213K 0.06% 220

Other funds holding BKCG

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

BridgePort Financial Solutions's BKCG Position: Q2 2026 in Review

BridgePort Financial Solutions held its BNY Mellon Concentrated Growth ETF (BKCG) position steady in Q2 2026 at 6,107 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #218.

BridgePort Financial Solutions first reported a position in BKCG in Q3 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold BKCG as of Q2 2026.

  • BridgePort Financial Solutions held 6,107 shares of BNY Mellon Concentrated Growth ETF worth $228K as of Q2 2026.
  • BridgePort Financial Solutions left its BNY Mellon Concentrated Growth ETF share count unchanged in Q2 2026.
  • BNY Mellon Concentrated Growth ETF made up 0.06% of BridgePort Financial Solutions's portfolio in Q2 2026, its #218 holding.
  • BridgePort Financial Solutions first reported a position in BNY Mellon Concentrated Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.