Symphony Financial Services’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

Symphony Financial Services’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	$552K	Sell	13,993 -243	-2%	-$9.4K	0.24%	54
2026 Q2	$531K	Sell	14,236 -350	-2%	-$13K	0.24%	52
2026 Q1	$496K	Sell	14,586 -268	-2%	-$9.6K	0.25%	56
2025 Q4	$541K	Sell	14,854 -140	-0.9%	-$5.03K	0.28%	53
2025 Q3	$535K	Sell	14,994 -373	-2%	-$13K	0.29%	50
2025 Q2	$532K	Sell	15,367 -262	-2%	-$8.33K	0.32%	45
2025 Q1	$482K	Buy	+15,629	New	+$482K	0.32%	45

Other funds holding BKCG

Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BridgePort Financial Solutions Fairfield, Iowa $429M AUM 16.16% 1-Year Est. Return

Symphony Financial Services's BKCG Position: Q3 2026 in Review

Symphony Financial Services reduced its BNY Mellon Concentrated Growth ETF (BKCG) stake by 1.7% in Q3 2026, selling an estimated $9.4K and leaving 13,993 shares worth $552K. The position accounts for 0.24% of the portfolio, ranked #54.

Symphony Financial Services first reported a position in BKCG in Q1 2025 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold BKCG as of Q3 2026.

Symphony Financial Services held 13,993 shares of BNY Mellon Concentrated Growth ETF worth $552K as of Q3 2026.
Symphony Financial Services sold 243 BNY Mellon Concentrated Growth ETF shares in Q3 2026, an estimated $9.4K.
BNY Mellon Concentrated Growth ETF made up 0.24% of Symphony Financial Services's portfolio in Q3 2026, its #54 holding.
Symphony Financial Services first reported a position in BNY Mellon Concentrated Growth ETF in Q1 2025 and has held it in 7 quarters since.
24 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.