Fort Point Capital Partners’s BNY Mellon Strategic Municipals LEO Stock Holding History

Fort Point Capital Partners’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	$70.3K	Hold	10,885	–	–	﹤0.01%	253
2026 Q1	$68.5K	Hold	10,885	–	–	0.01%	225
2025 Q4	$70.2K	Hold	10,885	–	–	0.01%	228
2025 Q3	$68.3K	Buy	+10,885	New	+$64.9K	0.01%	212
2024 Q3	–	Sell	-65,976	Closed	-$404K	–	312
2024 Q2	$404K	Buy	65,976 +1,050	+2%	+$6.29K	0.05%	218
2024 Q1	$396K	Sell	64,926 -11,085	-15%	-$66.3K	0.05%	218
2023 Q4	$445K	Buy	+76,011	New	+$418K	0.06%	188

Other funds holding LEO

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

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 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

Fort Point Capital Partners's LEO Position: Q2 2026 in Review

Fort Point Capital Partners held its BNY Mellon Strategic Municipals (LEO) position steady in Q2 2026 at 10,885 shares worth $70.3K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Fort Point Capital Partners first reported a position in LEO in Q4 2023 and has held it in 7 quarters since. The position peaked at $445K in Q4 2023. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

Fort Point Capital Partners held 10,885 shares of BNY Mellon Strategic Municipals worth $70.3K as of Q2 2026.
Fort Point Capital Partners left its BNY Mellon Strategic Municipals share count unchanged in Q2 2026.
BNY Mellon Strategic Municipals made up ﹤0.01% of Fort Point Capital Partners's portfolio in Q2 2026, its #253 holding.
Fort Point Capital Partners first reported a position in BNY Mellon Strategic Municipals in Q4 2023 and has held it in 7 quarters since.
Fort Point Capital Partners's BNY Mellon Strategic Municipals position peaked at $445K in Q4 2023.
101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

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