LPL Financial
BKCG

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

LPL Financial’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 		$1.99M Buy
53,259
+3,428
+7% +$127K ﹤0.01% 3745
2026
Q1 		$1.69M Buy
49,831
+7,295
+17% +$262K ﹤0.01% 3670
2025
Q4 		$1.55M Buy
42,536
+4,062
+11% +$146K ﹤0.01% 3630
2025
Q3 		$1.37M Sell
38,474
-4,228
-10% -$147K ﹤0.01% 3683
2025
Q2 		$1.48M Sell
42,702
-4,542
-10% -$144K ﹤0.01% 3396
2025
Q1 		$1.46M Buy
+47,244
New +$1.46M ﹤0.01% 3236

Other funds holding BKCG

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
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return

LPL Financial's BKCG Position: Q2 2026 in Review

LPL Financial increased its BNY Mellon Concentrated Growth ETF (BKCG) stake by 6.9% in Q2 2026, buying an estimated $127K and bringing the position to 53,259 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #3745.

LPL Financial first reported a position in BKCG in Q1 2025 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold BKCG as of Q2 2026.

  • LPL Financial held 53,259 shares of BNY Mellon Concentrated Growth ETF worth $1.99M as of Q2 2026.
  • LPL Financial bought 3,428 BNY Mellon Concentrated Growth ETF shares in Q2 2026, an estimated $127K.
  • BNY Mellon Concentrated Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3745 holding.
  • LPL Financial first reported a position in BNY Mellon Concentrated Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 26 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.