CIA
DMB

Cape Investment Advisory’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Cape Investment Advisory’s Portfolio DMB Stock Details DMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.35K Buy
+666
New +$7.26K ﹤0.01% 933

Other funds holding DMB

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Cape Investment Advisory's DMB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q2 2026: 666 shares worth $7.35K. The stake represents ﹤0.01% of the portfolio and ranks #933 among its holdings.

11 funds tracked by Wall St. Rank hold DMB as of Q2 2026.

  • Cape Investment Advisory held 666 shares of BNY Mellon Municipal Bond Infrastructure Fund worth $7.35K as of Q2 2026.
  • BNY Mellon Municipal Bond Infrastructure Fund was a new Cape Investment Advisory position in Q2 2026.
  • BNY Mellon Municipal Bond Infrastructure Fund made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #933 holding.
  • 11 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.