BI
LEO

Bulldog Investors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Bulldog Investors’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
Q1 		$9.92M Buy
1,576,371
+95,859
+6% +$613K 2.23% 10
2025
Q4 		$9.42M Buy
1,480,512
+755,380
+104% +$4.74M 2.1% 11
2025
Q3 		$4.53M Buy
725,132
+111,628
+18% +$665K 1.05% 27
2025
Q2 		$3.63M Buy
+613,504
New +$3.59M 0.92% 33

Other funds holding LEO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bulldog Investors's LEO Position: Q1 2026 in Review

Bulldog Investors increased its BNY Mellon Strategic Municipals (LEO) stake by 6.5% in Q1 2026, buying an estimated $613K and bringing the position to 1,576,371 shares worth $9.92M. The position accounts for 2.23% of the portfolio, ranked #10.

Bulldog Investors first reported a position in LEO in Q2 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Bulldog Investors held 1,576,371 shares of BNY Mellon Strategic Municipals worth $9.92M as of Q1 2026.
  • Bulldog Investors bought 95,859 BNY Mellon Strategic Municipals shares in Q1 2026, an estimated $613K.
  • BNY Mellon Strategic Municipals made up 2.23% of Bulldog Investors's portfolio in Q1 2026, its #10 holding.
  • Bulldog Investors first reported a position in BNY Mellon Strategic Municipals in Q2 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Bulldog Investors's 13F filing for Q1 2026, filed 8 May 2026.