BW
DSM

Boaz Weinstein’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Boaz Weinstein’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 		$31.9M Hold
5,179,441
– – 0.82% 26
2026
Q1 		$31.1M Hold
5,179,441
– – 0.86% 22
2025
Q4 		$32M Buy
5,179,441
+26,850
+0.5% +$161K 0.95% 21
2025
Q3 		$30.5M Hold
5,152,591
– – 0.83% 26
2025
Q2 		$28.9M Buy
5,152,591
+902,043
+21% +$5.06M 0.68% 34
2025
Q1 		$24.5M Buy
4,250,548
+122,966
+3% +$724K 0.66% 32
2024
Q4 		$24M Buy
4,127,582
+116,315
+3% +$703K 0.56% 38
2024
Q3 		$25M Sell
4,011,267
-54,334
-1% -$330K 0.52% 43
2024
Q2 		$24.1M Buy
4,065,601
+984,372
+32% +$5.64M 0.4% 48
2024
Q1 		$18.1M Buy
3,081,229
+562,431
+22% +$3.24M 0.31% 68
2023
Q4 		$14.4M Buy
2,518,798
+1,543,053
+158% +$8.06M 0.29% 92
2023
Q3 		$4.85M Buy
975,745
+734,751
+305% +$4.03M 0.12% 150
2023
Q2 		$1.37M Buy
240,994
+51,407
+27% +$294K 0.04% 257
2023
Q1 		$1.14M Buy
189,587
+38,364
+25% +$224K 0.02% 377
2022
Q4 		$874K Buy
+151,223
New +$855K 0.01% 532

Other funds holding DSM

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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Boaz Weinstein's DSM Position: Q2 2026 in Review

Boaz Weinstein held its BNY Mellon Strategic Municipal Bond Fund (DSM) position steady in Q2 2026 at 5,179,441 shares worth $31.9M. The position accounts for 0.82% of the portfolio, ranked #26.

Boaz Weinstein first reported a position in DSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $32M in Q4 2025. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Boaz Weinstein held 5,179,441 shares of BNY Mellon Strategic Municipal Bond Fund worth $31.9M as of Q2 2026.
  • Boaz Weinstein left its BNY Mellon Strategic Municipal Bond Fund share count unchanged in Q2 2026.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.82% of Boaz Weinstein's portfolio in Q2 2026, its #26 holding.
  • Boaz Weinstein first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2022 and has held it in 15 quarters since.
  • Boaz Weinstein's BNY Mellon Strategic Municipal Bond Fund position peaked at $32M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Saba Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.