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

Root Financial 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 Q3	$102K	Buy	+3,034	New	+$104K	﹤0.01%	727

Other funds holding BKDV

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $8.8B AUM 22.37% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

MJP Associates Farmington, Connecticut $948M AUM 15.87% 1-Year Est. Return

Root Financial Partners's BKDV Position: Q3 2026 in Review

Root Financial Partners opened a new position in BNY Mellon Dynamic Value ETF (BKDV) in Q3 2026: 3,034 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings.

94 funds tracked by Wall St. Rank hold BKDV as of Q3 2026.

Root Financial Partners held 3,034 shares of BNY Mellon Dynamic Value ETF worth $102K as of Q3 2026.
BNY Mellon Dynamic Value ETF was a new Root Financial Partners position in Q3 2026.
BNY Mellon Dynamic Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #727 holding.
94 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.