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

Perigon Wealth Management’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	$231K	Buy	+6,890	New	+$221K	﹤0.01%	1285

Other funds holding BKDV

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Perigon Wealth Management's BKDV Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in BNY Mellon Dynamic Value ETF (BKDV) in Q2 2026: 6,890 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1285 among its holdings.

96 funds tracked by Wall St. Rank hold BKDV as of Q2 2026.

Perigon Wealth Management held 6,890 shares of BNY Mellon Dynamic Value ETF worth $231K as of Q2 2026.
BNY Mellon Dynamic Value ETF was a new Perigon Wealth Management position in Q2 2026.
BNY Mellon Dynamic Value ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1285 holding.
96 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.