UBS Group
BKCG

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
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
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SFS
Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's BKCG Position: Q1 2026 in Review

UBS Group sold out of BNY Mellon Concentrated Growth ETF (BKCG) in Q1 2026, closing a stake of 45 shares — an estimated $1.64K sold.

UBS Group first reported a position in BKCG in Q1 2025 and held it in 4 quarters. The position peaked at $358K in Q3 2025. 25 funds tracked by Wall St. Rank hold BKCG as of Q1 2026.

  • UBS Group reported no remaining BNY Mellon Concentrated Growth ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 45 BNY Mellon Concentrated Growth ETF shares in Q1 2026, an estimated $1.64K.
  • UBS Group first reported a position in BNY Mellon Concentrated Growth ETF in Q1 2025 and held it in 4 quarters.
  • UBS Group's BNY Mellon Concentrated Growth ETF position peaked at $358K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held BNY Mellon Concentrated Growth ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.