AssetMark Inc’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

AssetMark Inc’s Portfolio BKDV Stock Details BKDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23.9K	Buy	+709	New	+$24.3K	﹤0.01%	2183

Other funds holding BKDV

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

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

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $311M AUM 40.87% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

AssetMark Inc's BKDV Position: Q3 2026 in Review

AssetMark Inc opened a new position in BNY Mellon Dynamic Value ETF (BKDV) in Q3 2026: 709 shares worth $23.9K. The stake represents ﹤0.01% of the portfolio and ranks #2183 among its holdings.

51 funds tracked by Wall St. Rank hold BKDV as of Q3 2026.

AssetMark Inc held 709 shares of BNY Mellon Dynamic Value ETF worth $23.9K as of Q3 2026.
BNY Mellon Dynamic Value ETF was a new AssetMark Inc position in Q3 2026.
BNY Mellon Dynamic Value ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2183 holding.
51 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.