DRGVX β€” BNY MELLON DYNAMIC VALUE

Ownership history in Hurley Capital, LLC  Β·  2 quarters on record

AI Ownership Summary

Hurley Capital, LLC reported BNY MELLON DYNAMIC VALUE (DRGVX) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows DRGVX at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DRGVX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hurley Capital, LLC's position in BNY MELLON DYNAMIC VALUE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DRGVX was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hurley Capital, LLC held DRGVX β€” position size vs. price
% of Fund (quarterly)    DRGVX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 1,437 β€” 0% 0.04% $72K 2025-11-12 $44.93
2025 Q1 INITIATED 1,437 β€” β€” 0.05% $66K 2025-05-07 $38.63

🏒 Other funds also holding DRGVX

As of 2025 Q4 β€” sorted by position size

Motiv8 Investments LLC 0.01%

FAQ About Hurley Capital, LLC and DRGVX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hurley Capital, LLC reported owning DRGVX?

Hurley Capital, LLC reported DRGVX across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported DRGVX position in Hurley Capital, LLC's portfolio?

The largest reported portfolio weight for DRGVX was 0.05% in 2025 Q1.

What is the latest reported DRGVX position on this page?

The most recent filing on this page is 2025 Q3, when Hurley Capital, LLC reported 1,437 shares, equal to 0.04% of portfolio, with an estimated market value of $72K.

What does the chart on this DRGVX ownership page compare?

The chart compares Hurley Capital, LLC's quarterly DRGVX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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