Raymond James Financial
BKCG

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

Raymond James 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 		$508K Buy
13,623
+443
+3% +$16.4K ﹤0.01% 4501
2026
Q1 		$448K Sell
13,180
-473
-3% -$17K ﹤0.01% 4422
2025
Q4 		$497K Buy
13,653
+2,644
+24% +$95.1K ﹤0.01% 4269
2025
Q3 		$393K Buy
11,009
+772
+8% +$26.9K ﹤0.01% 4260
2025
Q2 		$354K Buy
+10,237
New +$326K ﹤0.01% 4203

Other funds holding BKCG

LPL Financial
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
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
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

Raymond James Financial's BKCG Position: Q2 2026 in Review

Raymond James Financial increased its BNY Mellon Concentrated Growth ETF (BKCG) stake by 3.4% in Q2 2026, buying an estimated $16.4K and bringing the position to 13,623 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #4501.

Raymond James Financial first reported a position in BKCG in Q2 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold BKCG as of Q2 2026.

  • Raymond James Financial held 13,623 shares of BNY Mellon Concentrated Growth ETF worth $508K as of Q2 2026.
  • Raymond James Financial bought 443 BNY Mellon Concentrated Growth ETF shares in Q2 2026, an estimated $16.4K.
  • BNY Mellon Concentrated Growth ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4501 holding.
  • Raymond James Financial first reported a position in BNY Mellon Concentrated Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.