NorthRock Partners’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

NorthRock Partners’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	$205K	Buy	+5,502	New	+$204K	﹤0.01%	640

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

NorthRock Partners's BKCG Position: Q2 2026 in Review

NorthRock Partners opened a new position in BNY Mellon Concentrated Growth ETF (BKCG) in Q2 2026: 5,502 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings.

18 funds tracked by Wall St. Rank hold BKCG as of Q2 2026.

NorthRock Partners held 5,502 shares of BNY Mellon Concentrated Growth ETF worth $205K as of Q2 2026.
BNY Mellon Concentrated Growth ETF was a new NorthRock Partners position in Q2 2026.
BNY Mellon Concentrated Growth ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #640 holding.
18 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.