Baron Wealth Management
BKDV icon

Baron Wealth Management’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Baron Wealth Management’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 		$1.17M Buy
34,773
+2,354
+7% +$80.6K 0.3% 38
2026
Q2 		$1.09M Buy
32,419
+4,825
+17% +$155K 0.28% 44
2026
Q1 		$818K Buy
27,594
+6,358
+30% +$192K 0.24% 55
2025
Q4 		$616K Buy
+21,236
New +$602K 0.19% 78

Other funds holding BKDV

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $8.8B AUM 22.37% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
MJP Associates
MJP Associates Farmington, Connecticut $948M AUM 15.87% 1-Year Est. Return

Baron Wealth Management's BKDV Position: Q3 2026 in Review

Baron Wealth Management increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 7.3% in Q3 2026, buying an estimated $80.6K and bringing the position to 34,773 shares worth $1.17M. The position accounts for 0.3% of the portfolio, ranked #38.

Baron Wealth Management first reported a position in BKDV in Q4 2025 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold BKDV as of Q3 2026.

  • Baron Wealth Management held 34,773 shares of BNY Mellon Dynamic Value ETF worth $1.17M as of Q3 2026.
  • Baron Wealth Management bought 2,354 BNY Mellon Dynamic Value ETF shares in Q3 2026, an estimated $80.6K.
  • BNY Mellon Dynamic Value ETF made up 0.3% of Baron Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Baron Wealth Management first reported a position in BNY Mellon Dynamic Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 94 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.