BBPWM
LEO

Blue Bell Private Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Blue Bell Private Wealth Management’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$777K Sell
120,229
-5,981
-5% -$38.1K 0.1% 132
2026
Q1 		$794K Sell
126,210
-1,198
-0.9% -$7.66K 0.11% 124
2025
Q4 		$810K Sell
127,408
-488
-0.4% -$3.06K 0.12% 116
2025
Q3 		$799K Sell
127,896
-4,381
-3% -$26.1K 0.12% 114
2025
Q2 		$783K Sell
132,277
-2,723
-2% -$15.9K 0.13% 96
2025
Q1 		$826K Sell
135,000
-1,150
-0.8% -$7.1K 0.16% 90
2024
Q4 		$822K Buy
136,150
+42,810
+46% +$270K 0.16% 83
2024
Q3 		$608K Buy
93,340
+36,885
+65% +$234K 0.12% 108
2024
Q2 		$346K Buy
56,455
+39,255
+228% +$235K 0.07% 143
2024
Q1 		$105K Buy
+17,200
New +$103K 0.02% 257

Other funds holding LEO

SCM
Saba Capital Management New York $3.9B AUM 12.9% 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
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

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

Blue Bell Private Wealth Management reduced its BNY Mellon Strategic Municipals (LEO) stake by 4.7% in Q2 2026, selling an estimated $38.1K and leaving 120,229 shares worth $777K. The position accounts for 0.1% of the portfolio, ranked #132.

Blue Bell Private Wealth Management first reported a position in LEO in Q1 2024 and has held it in 10 quarters since. The position peaked at $826K in Q1 2025. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Blue Bell Private Wealth Management held 120,229 shares of BNY Mellon Strategic Municipals worth $777K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 5,981 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $38.1K.
  • BNY Mellon Strategic Municipals made up 0.1% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Blue Bell Private Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q1 2024 and has held it in 10 quarters since.
  • Blue Bell Private Wealth Management's BNY Mellon Strategic Municipals position peaked at $826K in Q1 2025.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

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