Cerity Partners
DSM icon

Cerity Partners’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Cerity Partners’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 		$61.5K Hold
10,000
– – ﹤0.01% 3281
2026
Q1 		$60.1K Hold
10,000
– – ﹤0.01% 3090
2025
Q4 		$61.7K Hold
10,000
– – ﹤0.01% 2795
2025
Q3 		$59.2K Hold
10,000
– – ﹤0.01% 2678
2025
Q2 		$56K Buy
+10,000
New +$56.1K ﹤0.01% 2541

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BI
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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

Cerity Partners's DSM Position: Q2 2026 in Review

Cerity Partners held its BNY Mellon Strategic Municipal Bond Fund (DSM) position steady in Q2 2026 at 10,000 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3281.

Cerity Partners first reported a position in DSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $61.7K in Q4 2025. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Cerity Partners held 10,000 shares of BNY Mellon Strategic Municipal Bond Fund worth $61.5K as of Q2 2026.
  • Cerity Partners left its BNY Mellon Strategic Municipal Bond Fund share count unchanged in Q2 2026.
  • BNY Mellon Strategic Municipal Bond Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3281 holding.
  • Cerity Partners first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2025 and has held it in 5 quarters since.
  • Cerity Partners's BNY Mellon Strategic Municipal Bond Fund position peaked at $61.7K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.