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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
Q3 		$11.2K Sell
2,020
-4,040
-67% -$24.8K ﹤0.01% 4547
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

GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors's LEO Position: Q3 2026 in Review

Farther Finance Advisors reduced its BNY Mellon Strategic Municipals (LEO) stake by 67% in Q3 2026, selling an estimated $24.8K and leaving 2,020 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4547.

Farther Finance Advisors first reported a position in LEO in Q1 2025 and has held it in 7 quarters since. The position peaked at $39.1K in Q2 2026. 7 funds tracked by Wall St. Rank hold LEO as of Q3 2026.

  • Farther Finance Advisors held 2,020 shares of BNY Mellon Strategic Municipals worth $11.2K as of Q3 2026.
  • Farther Finance Advisors sold 4,040 BNY Mellon Strategic Municipals shares in Q3 2026, an estimated $24.8K.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4547 holding.
  • Farther Finance Advisors first reported a position in BNY Mellon Strategic Municipals in Q1 2025 and has held it in 7 quarters since.
  • Farther Finance Advisors's BNY Mellon Strategic Municipals position peaked at $39.1K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.