CAL
LEO

Capital Analysts LLC’s BNY Mellon Strategic Municipals LEO Stock Holding History

Capital Analysts LLC’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 		$26K Buy
4,152
+31
+0.8% +$198 ﹤0.01% 1075
2025
Q4 		$26K Buy
+4,121
New +$25.9K ﹤0.01% 1057

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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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

Capital Analysts LLC's LEO Position: Q1 2026 in Review

Capital Analysts LLC increased its BNY Mellon Strategic Municipals (LEO) stake by 0.75% in Q1 2026, buying an estimated $198 and bringing the position to 4,152 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Capital Analysts LLC first reported a position in LEO in Q4 2025 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Capital Analysts LLC held 4,152 shares of BNY Mellon Strategic Municipals worth $26K as of Q1 2026.
  • Capital Analysts LLC bought 31 BNY Mellon Strategic Municipals shares in Q1 2026, an estimated $198.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1075 holding.
  • Capital Analysts LLC first reported a position in BNY Mellon Strategic Municipals in Q4 2025 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.