Bny Mellon Dynamic Value
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 4 superinvestors own shares of Bny Mellon Dynamic Value (BKDV), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Bny Mellon Dynamic Value (BKDV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Bny Mellon Dynamic Value (BKDV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Bny Mellon Dynamic Value (BKDV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Keith Mahan@Stonecrest Wealth Management, Inc.
| 3.15% | $9.834M 293,642 shares@ 33.5 avg price | Decreased -1.85% |
Daniel Newman@Noble Wealth Management Pbc
| 1.75% | $3.907M 116,654 shares@ 33.49 avg price | Increased 26.64% |
Catherine Bluvol@Next Level Private Llc
| 0.64% | $3.225M 96,305 shares@ 33.49 avg price | Increased 17.01% |
Beth Zilka@Baron Wealth Management Llc
| 0.29% | $1.086M 32,419 shares@ 33.5 avg price | Increased 17.49% |
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