KCFA
BKDV

Key Client Fiduciary Advisors’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Key Client Fiduciary Advisors’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
2025
Q4 		– Sell
-73,945
Closed -$2.06M – 248
2025
Q3 		$2.06M Buy
73,945
+3,070
+4% +$83.4K 0.68% 35
2025
Q2 		$1.89M Buy
70,875
+23,450
+49% +$585K 0.76% 32
2025
Q1 		$1.2M Buy
+47,425
New +$1.21M 0.55% 45

Other funds holding BKDV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Key Client Fiduciary Advisors's BKDV Position: Q4 2025 in Review

Key Client Fiduciary Advisors sold out of BNY Mellon Dynamic Value ETF (BKDV) in Q4 2025, closing a stake of 73,945 shares — an estimated $2.06M sold.

Key Client Fiduciary Advisors first reported a position in BKDV in Q1 2025 and held it in 3 quarters. The position peaked at $2.06M in Q3 2025. 65 funds tracked by Wall St. Rank hold BKDV as of Q4 2025.

  • Key Client Fiduciary Advisors reported no remaining BNY Mellon Dynamic Value ETF position as of Q4 2025 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 73,945 BNY Mellon Dynamic Value ETF shares in Q4 2025, an estimated $2.06M.
  • Key Client Fiduciary Advisors first reported a position in BNY Mellon Dynamic Value ETF in Q1 2025 and held it in 3 quarters.
  • Key Client Fiduciary Advisors's BNY Mellon Dynamic Value ETF position peaked at $2.06M in Q3 2025.
  • 65 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q4 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.