EH
BKCG

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
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
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Equitable Holdings's BKCG Position: Q1 2026 in Review

Equitable Holdings reduced its BNY Mellon Concentrated Growth ETF (BKCG) stake by 3.3% in Q1 2026, selling an estimated $16K and leaving 12,851 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Equitable Holdings first reported a position in BKCG in Q1 2025 and has held it in 5 quarters since. The position peaked at $484K in Q4 2025. 25 funds tracked by Wall St. Rank hold BKCG as of Q1 2026.

  • Equitable Holdings held 12,851 shares of BNY Mellon Concentrated Growth ETF worth $468K as of Q1 2026.
  • Equitable Holdings sold 445 BNY Mellon Concentrated Growth ETF shares in Q1 2026, an estimated $16K.
  • BNY Mellon Concentrated Growth ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1277 holding.
  • Equitable Holdings first reported a position in BNY Mellon Concentrated Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Equitable Holdings's BNY Mellon Concentrated Growth ETF position peaked at $484K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.