Key Client Fiduciary Advisors, LLC BKDV β€” BNY MELLON ETF TRUST II

Ownership history in Key Client Fiduciary Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Key Client Fiduciary Advisors, LLC reported BNY MELLON ETF TRUST II (BKDV) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.76% in 2025 Q2. The latest visible filing shows BKDV at 0.68% 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 BKDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Key Client Fiduciary Advisors, LLC's position in BNY MELLON ETF TRUST II, 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

BKDV was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2025 Q2

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 Key Client Fiduciary Advisors, LLC held BKDV β€” position size vs. price
% of Fund (quarterly)    BKDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 73,945 +3,070 +4.3% 0.68% $2.1M 2025-10-14 $27.69
2025 Q2 ADDED β€” β€” β€” 70,875 +23,450 +49.4% 0.76% $1.9M 2025-07-09 $26.78
2025 Q1 INITIATED β€” β€” β€” 47,425 β€” β€” 0.55% $1.2M 2025-04-10 $23.03

FAQ About Key Client Fiduciary Advisors, LLC and BKDV

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

How long has Key Client Fiduciary Advisors, LLC reported owning BKDV?

Key Client Fiduciary Advisors, LLC reported BKDV across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported BKDV position in Key Client Fiduciary Advisors, LLC's portfolio?

The largest reported portfolio weight for BKDV was 0.76% in 2025 Q2.

What is the latest reported BKDV position on this page?

The most recent filing on this page is 2025 Q3, when Key Client Fiduciary Advisors, LLC reported 73,945 shares, equal to 0.68% of portfolio, with an estimated market value of $2.1M.

What does the chart on this BKDV ownership page compare?

The chart compares Key Client Fiduciary Advisors, LLC's quarterly BKDV 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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