UBS Group’s BNY Mellon Concentrated Growth ETF BKCG Stock Holding History

UBS Group’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	$14.5K	Buy	+367	New	+$14.2K	﹤0.01%	8757
2026 Q1	–	Sell	-45	Closed	-$1.64K	–	11553
2025 Q4	$1.64K	Sell	45 -9,979	-100%	-$359K	﹤0.01%	9513
2025 Q3	$358K	Buy	10,024 +3,333	+50%	+$116K	﹤0.01%	6322
2025 Q2	$231K	Buy	6,691 +3,884	+138%	+$124K	﹤0.01%	6625
2025 Q1	$86.6K	Buy	+2,807	New	+$86.6K	﹤0.01%	7155

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

Symphony Financial Services Akron, Ohio $234M AUM 13.38% 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

UBS Group's BKCG Position: Q3 2026 in Review

UBS Group opened a new position in BNY Mellon Concentrated Growth ETF (BKCG) in Q3 2026: 367 shares worth $14.5K. The stake represents ﹤0.01% of the portfolio and ranks #8757 among its holdings. This is a return to the name: UBS Group previously reported a position in BKCG as recently as Q4 2025.

UBS Group first reported a position in BKCG in Q1 2025 and has held it in 5 quarters since. The position peaked at $358K in Q3 2025. 24 funds tracked by Wall St. Rank hold BKCG as of Q3 2026.

UBS Group held 367 shares of BNY Mellon Concentrated Growth ETF worth $14.5K as of Q3 2026.
BNY Mellon Concentrated Growth ETF was a new UBS Group position in Q3 2026.
BNY Mellon Concentrated Growth ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8757 holding.
UBS Group first reported a position in BNY Mellon Concentrated Growth ETF in Q1 2025 and has held it in 5 quarters since.
UBS Group's BNY Mellon Concentrated Growth ETF position peaked at $358K in Q3 2025.
24 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.