Fidelity Investments
BKCG

Fidelity Investments’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

Fidelity Investments’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 		$32.9K Hold
967
– – ﹤0.01% 4305
2025
Q4 		$35.2K Hold
967
– – ﹤0.01% 4250
2025
Q3 		$34.5K Sell
967
-477
-33% -$16.6K ﹤0.01% 4136
2025
Q2 		$49.9K Sell
1,444
-777
-35% -$24.7K ﹤0.01% 3907
2025
Q1 		$68.5K Buy
+2,221
New +$68.5K ﹤0.01% 3717

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
EH
Equitable Holdings New York $15.5B AUM 19.09% 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

Fidelity Investments's BKCG Position: Q1 2026 in Review

Fidelity Investments held its BNY Mellon Concentrated Growth ETF (BKCG) position steady in Q1 2026 at 967 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4305.

Fidelity Investments first reported a position in BKCG in Q1 2025 and has held it in 5 quarters since. The position peaked at $68.5K in Q1 2025. 25 funds tracked by Wall St. Rank hold BKCG as of Q1 2026.

  • Fidelity Investments held 967 shares of BNY Mellon Concentrated Growth ETF worth $32.9K as of Q1 2026.
  • Fidelity Investments left its BNY Mellon Concentrated Growth ETF share count unchanged in Q1 2026.
  • BNY Mellon Concentrated Growth ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4305 holding.
  • Fidelity Investments first reported a position in BNY Mellon Concentrated Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Fidelity Investments's BNY Mellon Concentrated Growth ETF position peaked at $68.5K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.