Silver Oak Securities
BKCG icon

Silver Oak Securities’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

Silver Oak Securities’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
Q3 		$237K Hold
6,217
– – 0.02% 730
2026
Q2 		$232K Hold
6,217
– – 0.01% 706
2026
Q1 		$211K Hold
6,217
– – 0.02% 718
2025
Q4 		$228K Hold
6,217
– – 0.02% 724
2025
Q3 		$222K Hold
6,217
– – 0.02% 677
2025
Q2 		$215K Buy
+6,217
New +$198K 0.02% 632

Other funds holding BKCG

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kaydan Wealth Management
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
Symphony Financial Services
Symphony Financial Services Akron, Ohio $234M AUM 13.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Silver Oak Securities's BKCG Position: Q3 2026 in Review

Silver Oak Securities held its BNY Mellon Concentrated Growth ETF (BKCG) position steady in Q3 2026 at 6,217 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #730.

Silver Oak Securities first reported a position in BKCG in Q2 2025 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold BKCG as of Q3 2026.

  • Silver Oak Securities held 6,217 shares of BNY Mellon Concentrated Growth ETF worth $237K as of Q3 2026.
  • Silver Oak Securities left its BNY Mellon Concentrated Growth ETF share count unchanged in Q3 2026.
  • BNY Mellon Concentrated Growth ETF made up 0.02% of Silver Oak Securities's portfolio in Q3 2026, its #730 holding.
  • Silver Oak Securities first reported a position in BNY Mellon Concentrated Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 24 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.