BNY Mellon Dynamic Value-ADAGVX

13F holders, Q2 2025 (June 30)
2holders
0new positions
0sold out
$47.53avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding BNY Mellon Dynamic Value-A (DAGVX) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($349K) and Westside Investment Management, Inc. ($8K).

Company
BNY Mellon Dynamic Value-A
CUSIP
05587N679
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q2 2024: 1Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 2 holders

First Merchants Corp. 0.01% No change 7,354 $349K
Westside Investment Management, Inc. 0.00% No change 174 $8K

"% of holder's portfolio" is DAGVX's weight in each manager's 13F, not the share of BNY Mellon Dynamic Value-A the manager owns.