CP
DSM

Camelot Portfolios’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Camelot Portfolios’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 		$187K Sell
30,362
-5,337
-15% -$32.5K 0.13% 188
2026
Q1 		$215K Sell
35,699
-2,474
-6% -$15.1K 0.16% 168
2025
Q4 		$236K Buy
38,173
+38
+0.1% +$227 0.14% 159
2025
Q3 		$226K Sell
38,135
-3,719
-9% -$21.1K 0.13% 165
2025
Q2 		$234K Buy
41,854
+2,894
+7% +$16.2K 0.14% 173
2025
Q1 		$225K Buy
38,960
+13,088
+51% +$77.1K 0.14% 178
2024
Q4 		$150K Sell
25,872
-629
-2% -$3.8K 0.16% 123
2024
Q3 		$165K Sell
26,501
-12,293
-32% -$74.6K 0.16% 124
2024
Q2 		$230K Buy
38,794
+12,045
+45% +$69K 0.13% 163
2024
Q1 		$157K Sell
26,749
-16,388
-38% -$94.4K 0.15% 125
2023
Q4 		$246K Buy
43,137
+13,100
+44% +$68.4K 0.15% 162
2023
Q3 		$149K Sell
30,037
-12,465
-29% -$68.4K 0.14% 124
2023
Q2 		$242K Sell
42,502
-1,449
-3% -$8.29K 0.15% 155
2023
Q1 		$264K Buy
43,951
+4,218
+11% +$24.7K 0.18% 141
2022
Q4 		$230K Buy
+39,733
New +$225K 0.17% 146

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

Camelot Portfolios's DSM Position: Q2 2026 in Review

Camelot Portfolios reduced its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 15% in Q2 2026, selling an estimated $32.5K and leaving 30,362 shares worth $187K. The position accounts for 0.13% of the portfolio, ranked #188.

Camelot Portfolios first reported a position in DSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $264K in Q1 2023. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Camelot Portfolios held 30,362 shares of BNY Mellon Strategic Municipal Bond Fund worth $187K as of Q2 2026.
  • Camelot Portfolios sold 5,337 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $32.5K.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.13% of Camelot Portfolios's portfolio in Q2 2026, its #188 holding.
  • Camelot Portfolios first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2022 and has held it in 15 quarters since.
  • Camelot Portfolios's BNY Mellon Strategic Municipal Bond Fund position peaked at $264K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.