Morgan Stanley’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

Morgan Stanley’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	$433K	Sell	11,617 -467	-4%	-$17.3K	﹤0.01%	5613
2026 Q1	$411K	Sell	12,084 -278	-2%	-$10K	﹤0.01%	5576
2025 Q4	$450K	Sell	12,362 -243	-2%	-$8.74K	﹤0.01%	5563
2025 Q3	$450K	Buy	12,605 +2,800	+29%	+$97.5K	﹤0.01%	5543
2025 Q2	$339K	Buy	9,805 +164	+2%	+$5.21K	﹤0.01%	5637
2025 Q1	$298K	Buy	+9,641	New	+$298K	﹤0.01%	5566

Other funds holding BKCG

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

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

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

Morgan Stanley's BKCG Position: Q2 2026 in Review

Morgan Stanley reduced its BNY Mellon Concentrated Growth ETF (BKCG) stake by 3.9% in Q2 2026, selling an estimated $17.3K and leaving 11,617 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #5613.

Morgan Stanley first reported a position in BKCG in Q1 2025 and has held it in 6 quarters since. The position peaked at $450K in Q4 2025. 26 funds tracked by Wall St. Rank hold BKCG as of Q2 2026.

Morgan Stanley held 11,617 shares of BNY Mellon Concentrated Growth ETF worth $433K as of Q2 2026.
Morgan Stanley sold 467 BNY Mellon Concentrated Growth ETF shares in Q2 2026, an estimated $17.3K.
BNY Mellon Concentrated Growth ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5613 holding.
Morgan Stanley first reported a position in BNY Mellon Concentrated Growth ETF in Q1 2025 and has held it in 6 quarters since.
Morgan Stanley's BNY Mellon Concentrated Growth ETF position peaked at $450K in Q4 2025.
26 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.