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 Q2	$531K	Sell	14,236 -350	-2%	-$13K	0.24%	52
2026 Q1	$496K	Sell	14,586 -268	-2%	-$9.64K	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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Symphony Financial Services's BKCG Position: Q2 2026 in Review

Symphony Financial Services reduced its BNY Mellon Concentrated Growth ETF (BKCG) stake by 2.4% in Q2 2026, selling an estimated $13K and leaving 14,236 shares worth $531K. The position accounts for 0.24% of the portfolio, ranked #52.

Symphony Financial Services first reported a position in BKCG in Q1 2025 and has held it in 6 quarters since. The position peaked at $541K in Q4 2025. 26 funds tracked by Wall St. Rank hold BKCG as of Q2 2026.

Symphony Financial Services held 14,236 shares of BNY Mellon Concentrated Growth ETF worth $531K as of Q2 2026.
Symphony Financial Services sold 350 BNY Mellon Concentrated Growth ETF shares in Q2 2026, an estimated $13K.
BNY Mellon Concentrated Growth ETF made up 0.24% of Symphony Financial Services's portfolio in Q2 2026, its #52 holding.
Symphony Financial Services first reported a position in BNY Mellon Concentrated Growth ETF in Q1 2025 and has held it in 6 quarters since.
Symphony Financial Services's BNY Mellon Concentrated Growth ETF position peaked at $541K in Q4 2025.
26 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.