FAG
DSM

Fortitude Advisory Group’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Fortitude Advisory Group’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 		$238K Hold
38,762
– – 0.09% 195
2026
Q1 		$233K Hold
38,762
– – 0.1% 187
2025
Q4 		$239K Hold
38,762
– – 0.1% 172
2025
Q3 		$229K Hold
38,762
– – 0.12% 171
2025
Q2 		$217K Hold
38,762
– – 0.12% 178
2025
Q1 		$212K Hold
38,762
– – 0.15% 167
2024
Q4 		$225K Hold
38,762
– – 0.14% 163
2024
Q3 		$241K Hold
38,762
– – 0.15% 160
2024
Q2 		$230K Hold
38,762
– – 0.14% 155
2024
Q1 		$227K Hold
38,762
– – 0.13% 169
2023
Q4 		$221K Hold
38,762
– – 0.13% 178
2023
Q3 		$193K Hold
38,762
– – 0.13% 179
2023
Q2 		$221K Hold
38,762
– – 0.16% 169
2023
Q1 		$233K Hold
38,762
– – 0.18% 160
2022
Q4 		$224K Hold
38,762
– – 0.19% 169
2022
Q3 		$219K Hold
38,762
– – 0.21% 152
2022
Q2 		$241K Hold
38,762
– – 0.22% 142
2022
Q1 		$274K Buy
38,762
+2,000
+5% +$14.9K 0.15% 139
2021
Q4 		$307K Buy
+36,762
New +$301K 0.15% 128

Other funds holding DSM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Fortitude Advisory Group's DSM Position: Q2 2026 in Review

Fortitude Advisory Group held its BNY Mellon Strategic Municipal Bond Fund (DSM) position steady in Q2 2026 at 38,762 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #195.

Fortitude Advisory Group first reported a position in DSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $307K in Q4 2021. 20 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Fortitude Advisory Group held 38,762 shares of BNY Mellon Strategic Municipal Bond Fund worth $238K as of Q2 2026.
  • Fortitude Advisory Group left its BNY Mellon Strategic Municipal Bond Fund share count unchanged in Q2 2026.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.09% of Fortitude Advisory Group's portfolio in Q2 2026, its #195 holding.
  • Fortitude Advisory Group first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's BNY Mellon Strategic Municipal Bond Fund position peaked at $307K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.