CCG
DSM

Catalina Capital Group’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Catalina Capital Group’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 		$219K Hold
36,500
– – 0.13% 141
2025
Q4 		$225K Hold
36,500
– – 0.14% 130
2025
Q3 		$216K Hold
36,500
– – 0.13% 135
2025
Q2 		$204K Buy
+36,500
New +$205K 0.14% 138

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
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
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

Catalina Capital Group's DSM Position: Q1 2026 in Review

Catalina Capital Group held its BNY Mellon Strategic Municipal Bond Fund (DSM) position steady in Q1 2026 at 36,500 shares worth $219K. The position accounts for 0.13% of the portfolio, ranked #141.

Catalina Capital Group first reported a position in DSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $225K in Q4 2025. 88 funds tracked by Wall St. Rank hold DSM as of Q1 2026.

  • Catalina Capital Group held 36,500 shares of BNY Mellon Strategic Municipal Bond Fund worth $219K as of Q1 2026.
  • Catalina Capital Group left its BNY Mellon Strategic Municipal Bond Fund share count unchanged in Q1 2026.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.13% of Catalina Capital Group's portfolio in Q1 2026, its #141 holding.
  • Catalina Capital Group first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2025 and has held it in 4 quarters since.
  • Catalina Capital Group's BNY Mellon Strategic Municipal Bond Fund position peaked at $225K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.