BA
DSM

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
Q2 		$538K Hold
92,770
– – 0.03% 255
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

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

Bridgewater Advisors's DSM Position: Q2 2026 in Review

Bridgewater Advisors held its BNY Mellon Strategic Municipal Bond Fund (DSM) position steady in Q2 2026 at 92,770 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #255.

Bridgewater Advisors first reported a position in DSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $571K in Q1 2026. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Bridgewater Advisors held 92,770 shares of BNY Mellon Strategic Municipal Bond Fund worth $538K as of Q2 2026.
  • Bridgewater Advisors left its BNY Mellon Strategic Municipal Bond Fund share count unchanged in Q2 2026.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.03% of Bridgewater Advisors's portfolio in Q2 2026, its #255 holding.
  • Bridgewater Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • Bridgewater Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $571K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.