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 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

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Baron Wealth Management's BKDV Position: Q2 2026 in Review

Baron Wealth Management increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 17% in Q2 2026, buying an estimated $155K and bringing the position to 32,419 shares worth $1.09M. The position accounts for 0.28% of the portfolio, ranked #44.

Baron Wealth Management first reported a position in BKDV in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold BKDV as of Q2 2026.

Baron Wealth Management held 32,419 shares of BNY Mellon Dynamic Value ETF worth $1.09M as of Q2 2026.
Baron Wealth Management bought 4,825 BNY Mellon Dynamic Value ETF shares in Q2 2026, an estimated $155K.
BNY Mellon Dynamic Value ETF made up 0.28% of Baron Wealth Management's portfolio in Q2 2026, its #44 holding.
Baron Wealth Management first reported a position in BNY Mellon Dynamic Value ETF in Q4 2025 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.