Equitable Holdings’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

Equitable Holdings’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	$438K	Sell	11,751 -1,100	-9%	-$40.7K	﹤0.01%	1374
2026 Q1	$468K	Sell	12,851 -445	-3%	-$16K	﹤0.01%	1277
2025 Q4	$484K	Hold	13,296	–	–	﹤0.01%	1123
2025 Q3	$474K	Sell	13,296 -200	-1%	-$6.96K	﹤0.01%	1098
2025 Q2	$44.9K	Sell	13,496 -34	-0.3%	-$1.08K	﹤0.01%	1433
2025 Q1	$392K	Buy	+13,530	New	+$418K	﹤0.01%	997

Other funds holding BKCG

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

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

Equitable Holdings's BKCG Position: Q2 2026 in Review

Equitable Holdings reduced its BNY Mellon Concentrated Growth ETF (BKCG) stake by 8.6% in Q2 2026, selling an estimated $40.7K and leaving 11,751 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Equitable Holdings first reported a position in BKCG in Q1 2025 and has held it in 6 quarters since. The position peaked at $484K in Q4 2025. 29 funds tracked by Wall St. Rank hold BKCG as of Q2 2026.

Equitable Holdings held 11,751 shares of BNY Mellon Concentrated Growth ETF worth $438K as of Q2 2026.
Equitable Holdings sold 1,100 BNY Mellon Concentrated Growth ETF shares in Q2 2026, an estimated $40.7K.
BNY Mellon Concentrated Growth ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1374 holding.
Equitable Holdings first reported a position in BNY Mellon Concentrated Growth ETF in Q1 2025 and has held it in 6 quarters since.
Equitable Holdings's BNY Mellon Concentrated Growth ETF position peaked at $484K in Q4 2025.
29 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.