MCM
BKCG

MAI Capital Management’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

MAI Capital Management’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
2025
Q4 		– Sell
-676
Closed -$24.1K – 4509
2025
Q3 		$24.1K Hold
676
– – ﹤0.01% 2328
2025
Q2 		$23.4K Hold
676
– – ﹤0.01% 2274
2025
Q1 		$20.9K Buy
+676
New +$20.9K ﹤0.01% 2162

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAI Capital Management's BKCG Position: Q4 2025 in Review

MAI Capital Management sold out of BNY Mellon Concentrated Growth ETF (BKCG) in Q4 2025, closing a stake of 676 shares — an estimated $24.1K sold.

MAI Capital Management first reported a position in BKCG in Q1 2025 and held it in 3 quarters. The position peaked at $24.1K in Q3 2025. 24 funds tracked by Wall St. Rank hold BKCG as of Q4 2025.

  • MAI Capital Management reported no remaining BNY Mellon Concentrated Growth ETF position as of Q4 2025 after selling out during the quarter.
  • MAI Capital Management sold 676 BNY Mellon Concentrated Growth ETF shares in Q4 2025, an estimated $24.1K.
  • MAI Capital Management first reported a position in BNY Mellon Concentrated Growth ETF in Q1 2025 and held it in 3 quarters.
  • MAI Capital Management's BNY Mellon Concentrated Growth ETF position peaked at $24.1K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.