P
BKDV

&Partners’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

&Partners’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 		$3.77M Buy
112,665
+19,270
+21% +$619K 0.02% 711
2026
Q1 		$2.77M Buy
93,395
+7,446
+9% +$225K 0.01% 768
2025
Q4 		$2.63M Buy
85,949
+11,615
+16% +$329K 0.01% 731
2025
Q3 		$2.07M Buy
74,334
+3,034
+4% +$82.5K 0.01% 738
2025
Q2 		$1.9M Buy
71,300
+1,303
+2% +$32.5K 0.01% 693
2025
Q1 		$1.75M Buy
+69,997
New +$1.79M 0.02% 596

Other funds holding BKDV

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

&Partners's BKDV Position: Q2 2026 in Review

&Partners increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 21% in Q2 2026, buying an estimated $619K and bringing the position to 112,665 shares worth $3.77M. The position accounts for 0.02% of the portfolio, ranked #711.

&Partners first reported a position in BKDV in Q1 2025 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold BKDV as of Q2 2026.

  • &Partners held 112,665 shares of BNY Mellon Dynamic Value ETF worth $3.77M as of Q2 2026.
  • &Partners bought 19,270 BNY Mellon Dynamic Value ETF shares in Q2 2026, an estimated $619K.
  • BNY Mellon Dynamic Value ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #711 holding.
  • &Partners first reported a position in BNY Mellon Dynamic Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.