Merit Financial Group
BKDV icon

Merit Financial Group’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Merit Financial Group’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 		$8.4M Buy
249,309
+4,342
+2% +$149K 0.05% 335
2026
Q2 		$8.2M Buy
244,967
+826
+0.3% +$26.5K 0.05% 303
2026
Q1 		$7.24M Buy
244,141
+5,573
+2% +$168K 0.05% 302
2025
Q4 		$6.92M Buy
238,568
+5,004
+2% +$142K 0.06% 272
2025
Q3 		$6.49M Buy
233,564
+12,883
+6% +$350K 0.06% 253
2025
Q2 		$5.87M Buy
220,681
+25,856
+13% +$645K 0.07% 233
2025
Q1 		$4.93M Buy
+194,825
New +$4.97M 0.07% 226

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

Merit Financial Group's BKDV Position: Q3 2026 in Review

Merit Financial Group increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 1.8% in Q3 2026, buying an estimated $149K and bringing the position to 249,309 shares worth $8.4M. The position accounts for 0.05% of the portfolio, ranked #335.

Merit Financial Group first reported a position in BKDV in Q1 2025 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold BKDV as of Q3 2026.

  • Merit Financial Group held 249,309 shares of BNY Mellon Dynamic Value ETF worth $8.4M as of Q3 2026.
  • Merit Financial Group bought 4,342 BNY Mellon Dynamic Value ETF shares in Q3 2026, an estimated $149K.
  • BNY Mellon Dynamic Value ETF made up 0.05% of Merit Financial Group's portfolio in Q3 2026, its #335 holding.
  • Merit Financial Group first reported a position in BNY Mellon Dynamic Value ETF in Q1 2025 and has held it in 7 quarters since.
  • 84 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.