Concord Wealth Partners’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

Concord Wealth Partners’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	$167K	Buy	+4,477	New	+$166K	0.02%	233
2026 Q1	–	Sell	-5,215	Closed	-$190K	–	836
2025 Q4	$190K	Buy	5,215 +2	+0%	+$72	0.02%	197
2025 Q3	$186K	Buy	5,213 +19	+0.4%	+$661	0.03%	197
2025 Q2	$180K	Sell	5,194 -17	-0.3%	-$541	0.03%	211
2025 Q1	$161K	Buy	+5,211	New	+$161K	0.03%	203

Other funds holding BKCG

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Concord Wealth Partners's BKCG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in BNY Mellon Concentrated Growth ETF (BKCG) in Q2 2026: 4,477 shares worth $167K. The stake represents 0.02% of the portfolio and ranks #233 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BKCG as recently as Q4 2025.

Concord Wealth Partners first reported a position in BKCG in Q1 2025 and has held it in 5 quarters since. The position peaked at $190K in Q4 2025. 26 funds tracked by Wall St. Rank hold BKCG as of Q2 2026.

Concord Wealth Partners held 4,477 shares of BNY Mellon Concentrated Growth ETF worth $167K as of Q2 2026.
BNY Mellon Concentrated Growth ETF was a new Concord Wealth Partners position in Q2 2026.
BNY Mellon Concentrated Growth ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #233 holding.
Concord Wealth Partners first reported a position in BNY Mellon Concentrated Growth ETF in Q1 2025 and has held it in 5 quarters since.
Concord Wealth Partners's BNY Mellon Concentrated Growth ETF position peaked at $190K in Q4 2025.
26 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.