Maia Wealth
BKDV icon

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

Maia Wealth’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 		$5.44M Buy
161,343
+20,391
+14% +$698K 0.75% 32
2026
Q2 		$4.72M Buy
140,952
+13,633
+11% +$438K 0.7% 39
2026
Q1 		$3.78M Buy
127,319
+3,804
+3% +$115K 0.64% 42
2025
Q4 		$3.77M Buy
123,515
+11,355
+10% +$322K 0.64% 42
2025
Q3 		$3.16M Buy
112,160
+24,623
+28% +$669K 0.53% 48
2025
Q2 		$2.33M Buy
87,537
+70,258
+407% +$1.75M 0.44% 58
2025
Q1 		$412K Buy
+17,279
New +$441K 0.09% 186

Other funds holding BKDV

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
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
StoneCrest Wealth Management
StoneCrest Wealth Management Chandler, Arizona $311M AUM 40.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Nations Financial Group
Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Maia Wealth's BKDV Position: Q3 2026 in Review

Maia Wealth increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 14% in Q3 2026, buying an estimated $698K and bringing the position to 161,343 shares worth $5.44M. The position accounts for 0.75% of the portfolio, ranked #32.

Maia Wealth first reported a position in BKDV in Q1 2025 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold BKDV as of Q3 2026.

  • Maia Wealth held 161,343 shares of BNY Mellon Dynamic Value ETF worth $5.44M as of Q3 2026.
  • Maia Wealth bought 20,391 BNY Mellon Dynamic Value ETF shares in Q3 2026, an estimated $698K.
  • BNY Mellon Dynamic Value ETF made up 0.75% of Maia Wealth's portfolio in Q3 2026, its #32 holding.
  • Maia Wealth first reported a position in BNY Mellon Dynamic Value ETF in Q1 2025 and has held it in 7 quarters since.
  • 47 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.