Bridgewater Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Bridgewater Advisors’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 Q1	$571K	Hold	92,770	–	–	0.03%	224
2025 Q4	$561K	Hold	92,770	–	–	0.04%	236
2025 Q3	$551K	Hold	92,770	–	–	0.04%	230
2025 Q2	$509K	Hold	92,770	–	–	0.04%	242
2025 Q1	$520K	Buy	92,770 +25,000	+37%	+$147K	0.05%	216
2024 Q4	$394K	Hold	67,770	–	–	0.04%	121
2024 Q3	$405K	Sell	67,770 -9,455	-12%	-$57.4K	0.04%	121
2024 Q2	$458K	Hold	77,225	–	–	0.06%	114
2024 Q1	$453K	Hold	77,225	–	–	0.07%	93
2023 Q4	$441K	Buy	+77,225	New	+$403K	0.07%	92

Other funds holding DSM

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return