BW
LEO

Boaz Weinstein’s BNY Mellon Strategic Municipals LEO Stock Holding History

Boaz Weinstein’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 		$39.3M Hold
6,076,820
– – 1.01% 25
2026
Q1 		$38.2M Hold
6,076,820
– – 1.06% 15
2025
Q4 		$38.6M Buy
6,076,820
+378,001
+7% +$2.37M 1.15% 14
2025
Q3 		$35.6M Buy
5,698,819
+117,267
+2% +$699K 0.97% 23
2025
Q2 		$33M Buy
5,581,552
+466,783
+9% +$2.73M 0.78% 30
2025
Q1 		$31.3M Buy
5,114,769
+181,976
+4% +$1.12M 0.85% 27
2024
Q4 		$29.8M Buy
4,932,793
+496,846
+11% +$3.13M 0.7% 32
2024
Q3 		$28.9M Buy
4,435,947
+382,087
+9% +$2.42M 0.6% 35
2024
Q2 		$24.8M Buy
4,053,860
+2,504,516
+162% +$15M 0.41% 46
2024
Q1 		$9.45M Buy
1,549,344
+855,265
+123% +$5.11M 0.16% 96
2023
Q4 		$4.07M Buy
+694,079
New +$3.82M 0.08% 160

Other funds holding LEO

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Boaz Weinstein's LEO Position: Q2 2026 in Review

Boaz Weinstein held its BNY Mellon Strategic Municipals (LEO) position steady in Q2 2026 at 6,076,820 shares worth $39.3M. The position accounts for 1.01% of the portfolio, ranked #25.

Boaz Weinstein first reported a position in LEO in Q4 2023 and has held it in 11 quarters since. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Boaz Weinstein held 6,076,820 shares of BNY Mellon Strategic Municipals worth $39.3M as of Q2 2026.
  • Boaz Weinstein left its BNY Mellon Strategic Municipals share count unchanged in Q2 2026.
  • BNY Mellon Strategic Municipals made up 1.01% of Boaz Weinstein's portfolio in Q2 2026, its #25 holding.
  • Boaz Weinstein first reported a position in BNY Mellon Strategic Municipals in Q4 2023 and has held it in 11 quarters since.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

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