AO
DSM

Advisor OS’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Advisor OS’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$123K Buy
19,994
+9,130
+84% +$55.6K 0.01% 581
2026
Q1 		$65.3K Buy
+10,864
New +$66.3K ﹤0.01% 568
2025
Q4 		– Sell
-16,341
Closed -$96.7K – 505
2025
Q3 		$96.7K Sell
16,341
-5,200
-24% -$29.5K 0.01% 463
2025
Q2 		$121K Sell
21,541
-3,389
-14% -$19K 0.01% 444
2025
Q1 		$144K Buy
24,930
+1,553
+7% +$9.14K 0.02% 417
2024
Q4 		$136K Buy
23,377
+273
+1% +$1.65K 0.02% 402
2024
Q3 		$144K Buy
23,104
+2,138
+10% +$13K 0.01% 400
2024
Q2 		$125K Buy
20,966
+1,955
+10% +$11.2K 0.01% 382
2024
Q1 		$111K Buy
19,011
+470
+3% +$2.71K 0.01% 382
2023
Q4 		$106K Buy
18,541
+115
+0.6% +$600 0.01% 337
2023
Q3 		$91.6K Buy
18,426
+6,663
+57% +$36.6K 0.01% 284
2023
Q2 		$67K Buy
11,763
+179
+2% +$1.02K 0.01% 297
2023
Q1 		$69.6K Buy
11,584
+48
+0.4% +$281 0.02% 240
2022
Q4 		$66.7K Buy
11,536
+177
+2% +$1K 0.02% 213
2022
Q3 		$64K Buy
+11,359
New +$72.1K 0.02% 199
2021
Q2 		– Sell
-11,899
Closed -$93K – 226
2021
Q1 		$93K Buy
+11,899
New +$93.1K 0.02% 196

Other funds holding DSM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisor OS's DSM Position: Q2 2026 in Review

Advisor OS increased its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 84% in Q2 2026, buying an estimated $55.6K and bringing the position to 19,994 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #581.

Advisor OS first reported a position in DSM in Q1 2021 and has held it in 16 quarters since. The position peaked at $144K in Q3 2024. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Advisor OS held 19,994 shares of BNY Mellon Strategic Municipal Bond Fund worth $123K as of Q2 2026.
  • Advisor OS bought 9,130 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $55.6K.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.01% of Advisor OS's portfolio in Q2 2026, its #581 holding.
  • Advisor OS first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2021 and has held it in 16 quarters since.
  • Advisor OS's BNY Mellon Strategic Municipal Bond Fund position peaked at $144K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.