FFA
LEO

Farther Finance Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Farther Finance Advisors’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
Q2 		$39.1K Sell
6,060
-2
-0% -$13 ﹤0.01% 3447
2026
Q1 		$38.4K Hold
6,062
– – ﹤0.01% 3191
2025
Q4 		$38.6K Hold
6,062
– – ﹤0.01% 2985
2025
Q3 		$37.9K Hold
6,062
– – ﹤0.01% 2611
2025
Q2 		$35.9K Hold
6,062
– – ﹤0.01% 2315
2025
Q1 		$37.6K Buy
+6,062
New +$37.4K ﹤0.01% 2052

Other funds holding LEO

SCM
Saba Capital Management New York $3.9B AUM 12.9% 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
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Farther Finance Advisors's LEO Position: Q2 2026 in Review

Farther Finance Advisors reduced its BNY Mellon Strategic Municipals (LEO) stake by 0.03% in Q2 2026, selling an estimated $13 and leaving 6,060 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3447.

Farther Finance Advisors first reported a position in LEO in Q1 2025 and has held it in 6 quarters since. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Farther Finance Advisors held 6,060 shares of BNY Mellon Strategic Municipals worth $39.1K as of Q2 2026.
  • Farther Finance Advisors sold 2 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $13.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3447 holding.
  • Farther Finance Advisors first reported a position in BNY Mellon Strategic Municipals in Q1 2025 and has held it in 6 quarters since.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.