Nations Financial Group
BKDV icon

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

Nations 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 		$9.5M Buy
282,361
+37,524
+15% +$1.28M 0.47% 43
2026
Q2 		$8.2M Buy
244,837
+39,985
+20% +$1.29M 0.39% 60
2026
Q1 		$6.08M Buy
204,852
+79,468
+63% +$2.4M 0.31% 75
2025
Q4 		$3.64M Buy
125,384
+97,897
+356% +$2.77M 0.19% 124
2025
Q3 		$764K Buy
+27,487
New +$747K 0.05% 390

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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

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

Nations Financial Group increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 15% in Q3 2026, buying an estimated $1.28M and bringing the position to 282,361 shares worth $9.5M. The position accounts for 0.47% of the portfolio, ranked #43.

Nations Financial Group first reported a position in BKDV in Q3 2025 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold BKDV as of Q3 2026.

  • Nations Financial Group held 282,361 shares of BNY Mellon Dynamic Value ETF worth $9.5M as of Q3 2026.
  • Nations Financial Group bought 37,524 BNY Mellon Dynamic Value ETF shares in Q3 2026, an estimated $1.28M.
  • BNY Mellon Dynamic Value ETF made up 0.47% of Nations Financial Group's portfolio in Q3 2026, its #43 holding.
  • Nations Financial Group first reported a position in BNY Mellon Dynamic Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 47 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.