Capstone Investment Advisors
DSM

Capstone Investment Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Capstone Investment 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
Q1 		$1.13M Hold
187,555
– – ﹤0.01% 822
2025
Q4 		$1.16M Hold
187,555
– – ﹤0.01% 815
2025
Q3 		$1.11M Hold
187,555
– – ﹤0.01% 971
2025
Q2 		$1.05M Hold
187,555
– – ﹤0.01% 837
2025
Q1 		$1.08M Buy
187,555
+37,965
+25% +$224K ﹤0.01% 866
2024
Q4 		$869K Buy
+149,590
New +$904K ﹤0.01% 1117

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 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 $2B AUM 0.79% 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 $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capstone Investment Advisors's DSM Position: Q1 2026 in Review

Capstone Investment Advisors held its BNY Mellon Strategic Municipal Bond Fund (DSM) position steady in Q1 2026 at 187,555 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Capstone Investment Advisors first reported a position in DSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2025. 88 funds tracked by Wall St. Rank hold DSM as of Q1 2026.

  • Capstone Investment Advisors held 187,555 shares of BNY Mellon Strategic Municipal Bond Fund worth $1.13M as of Q1 2026.
  • Capstone Investment Advisors left its BNY Mellon Strategic Municipal Bond Fund share count unchanged in Q1 2026.
  • BNY Mellon Strategic Municipal Bond Fund made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #822 holding.
  • Capstone Investment Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2024 and has held it in 6 quarters since.
  • Capstone Investment Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $1.16M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.