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
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 $324B AUM 22.36% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

&Partners's BKDV Position: Q1 2026 in Review

&Partners increased its BNY Mellon Dynamic Value ETF (BKDV) stake by 8.7% in Q1 2026, buying an estimated $225K and bringing the position to 93,395 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #768.

&Partners first reported a position in BKDV in Q1 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold BKDV as of Q1 2026.

  • &Partners held 93,395 shares of BNY Mellon Dynamic Value ETF worth $2.77M as of Q1 2026.
  • &Partners bought 7,446 BNY Mellon Dynamic Value ETF shares in Q1 2026, an estimated $225K.
  • BNY Mellon Dynamic Value ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #768 holding.
  • &Partners first reported a position in BNY Mellon Dynamic Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 82 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.