BEI
DSM

Benjamin Edwards Inc’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Benjamin Edwards Inc’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
2025
Q2 		– Sell
-38,649
Closed -$223K – 1166
2025
Q1 		$223K Sell
38,649
-7,712
-17% -$45.4K ﹤0.01% 1015
2024
Q4 		$269K Buy
46,361
+22,518
+94% +$136K ﹤0.01% 1002
2024
Q3 		$149K Buy
+23,843
New +$145K ﹤0.01% 1069

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Benjamin Edwards Inc's DSM Position: Q2 2025 in Review

Benjamin Edwards Inc sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2025, closing a stake of 38,649 shares — an estimated $223K sold.

Benjamin Edwards Inc first reported a position in DSM in Q3 2024 and held it in 3 quarters. The position peaked at $269K in Q4 2024. 92 funds tracked by Wall St. Rank hold DSM as of Q2 2025.

  • Benjamin Edwards Inc reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 38,649 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2025, an estimated $223K.
  • Benjamin Edwards Inc first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2024 and held it in 3 quarters.
  • Benjamin Edwards Inc's BNY Mellon Strategic Municipal Bond Fund position peaked at $269K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2025.

Based on Benjamin Edwards Inc's 13F filing for Q2 2025, filed 14 Aug 2025.