CRC
LEO

Curi RMB Capital’s BNY Mellon Strategic Municipals LEO Stock Holding History

Curi RMB Capital’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 		$113K Buy
+18,000
New +$115K ﹤0.01% 849
2025
Q4 		– Sell
-125,000
Closed -$781K – 889
2025
Q3 		$781K Hold
125,000
– – 0.01% 452
2025
Q2 		$740K Buy
+125,000
New +$731K 0.01% 459
2024
Q2 		– Sell
-125,000
Closed -$763K – 550
2024
Q1 		$763K Hold
125,000
– – 0.02% 380
2023
Q4 		$733K Buy
+125,000
New +$687K 0.02% 341
2018
Q4 		– Sell
-105,713
Closed -$793K – 947
2018
Q3 		$793K Sell
105,713
-19,747
-16% -$151K 0.02% 542
2018
Q2 		$962K Sell
125,460
-14,496
-10% -$111K 0.02% 498
2018
Q1 		$1.08M Buy
+139,956
New +$1.13M 0.03% 497
2015
Q2 		– Sell
-26,654
Closed -$224K – 504
2015
Q1 		$224K Buy
+26,654
New +$223K 0.01% 450

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

Curi RMB Capital's LEO Position: Q1 2026 in Review

Curi RMB Capital opened a new position in BNY Mellon Strategic Municipals (LEO) in Q1 2026: 18,000 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: Curi RMB Capital previously reported a position in LEO as recently as Q3 2025.

Curi RMB Capital first reported a position in LEO in Q1 2015 and has held it in 9 quarters since. The position peaked at $1.08M in Q1 2018. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Curi RMB Capital held 18,000 shares of BNY Mellon Strategic Municipals worth $113K as of Q1 2026.
  • BNY Mellon Strategic Municipals was a new Curi RMB Capital position in Q1 2026.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Curi RMB Capital's portfolio in Q1 2026, its #849 holding.
  • Curi RMB Capital first reported a position in BNY Mellon Strategic Municipals in Q1 2015 and has held it in 9 quarters since.
  • Curi RMB Capital's BNY Mellon Strategic Municipals position peaked at $1.08M in Q1 2018.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.