EPW
DSM

Evolve Private Wealth’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Evolve Private Wealth’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 		$269K Buy
43,690
+15,279
+54% +$93K 0.02% 781
2026
Q1 		$171K Buy
28,411
+376
+1% +$2.3K 0.01% 948
2025
Q4 		$173K Buy
+28,035
New +$168K 0.01% 881

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
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

Evolve Private Wealth's DSM Position: Q2 2026 in Review

Evolve Private Wealth increased its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 54% in Q2 2026, buying an estimated $93K and bringing the position to 43,690 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #781.

Evolve Private Wealth first reported a position in DSM in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Evolve Private Wealth held 43,690 shares of BNY Mellon Strategic Municipal Bond Fund worth $269K as of Q2 2026.
  • Evolve Private Wealth bought 15,279 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $93K.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #781 holding.
  • Evolve Private Wealth first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.