Bank of Montreal
DSM

Bank of Montreal’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Bank of Montreal’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 		$78.5K Buy
+12,760
New +$77.7K ﹤0.01% 3305
2018
Q2 		– Sell
-7,566
Closed -$58K – 4747
2018
Q1 		$58K Buy
+7,566
New +$59.8K ﹤0.01% 3175
2015
Q1 		– Sell
-1,250
Closed -$10K – 4017
2014
Q4 		$10K Buy
+1,250
New +$10K ﹤0.01% 3545

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

Bank of Montreal's DSM Position: Q2 2026 in Review

Bank of Montreal opened a new position in BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2026: 12,760 shares worth $78.5K. The stake represents ﹤0.01% of the portfolio and ranks #3305 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in DSM as recently as Q1 2018.

Bank of Montreal first reported a position in DSM in Q4 2014 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Bank of Montreal held 12,760 shares of BNY Mellon Strategic Municipal Bond Fund worth $78.5K as of Q2 2026.
  • BNY Mellon Strategic Municipal Bond Fund was a new Bank of Montreal position in Q2 2026.
  • BNY Mellon Strategic Municipal Bond Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3305 holding.
  • Bank of Montreal first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2014 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.