Blue Bell Private Wealth Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Blue Bell Private Wealth Management’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	$662K	Sell	107,584 -1,517	-1%	-$9.23K	0.08%	160
2026 Q1	$656K	Sell	109,101 -13,904	-11%	-$84.9K	0.09%	139
2025 Q4	$759K	Sell	123,005 -4,077	-3%	-$24.4K	0.11%	119
2025 Q3	$752K	Sell	127,082 -3,368	-3%	-$19.1K	0.11%	121
2025 Q2	$731K	Buy	130,450 +4,215	+3%	+$23.6K	0.12%	103
2025 Q1	$728K	Sell	126,235 -5,286	-4%	-$31.1K	0.14%	95
2024 Q4	$764K	Buy	131,521 +8,097	+7%	+$48.9K	0.15%	89
2024 Q3	$769K	Buy	123,424 +82,019	+198%	+$498K	0.15%	89
2024 Q2	$246K	Buy	41,405 +27,506	+198%	+$158K	0.05%	176
2024 Q1	$81.4K	Buy	+13,899	New	+$80K	0.02%	283

Other funds holding DSM

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

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

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

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blue Bell Private Wealth Management's DSM Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 1.4% in Q2 2026, selling an estimated $9.23K and leaving 107,584 shares worth $662K. The position accounts for 0.08% of the portfolio, ranked #160.

Blue Bell Private Wealth Management first reported a position in DSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $769K in Q3 2024. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

Blue Bell Private Wealth Management held 107,584 shares of BNY Mellon Strategic Municipal Bond Fund worth $662K as of Q2 2026.
Blue Bell Private Wealth Management sold 1,517 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $9.23K.
BNY Mellon Strategic Municipal Bond Fund made up 0.08% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #160 holding.
Blue Bell Private Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2024 and has held it in 10 quarters since.
Blue Bell Private Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $769K in Q3 2024.
86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.