Gridiron Partners’s BNY Mellon Strategic Municipals LEO Stock Holding History

Gridiron 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 Q1	$2.14M	Sell	340,762 -69,012	-17%	-$441K	1.31%	10
2025 Q4	$2.61M	Sell	409,774 -1,585,208	-79%	-$9.95M	1.48%	9
2025 Q3	$2.56M	Buy	1,994,982 +1,591,208	+394%	+$9.48M	1.46%	9
2025 Q2	$2.39M	Hold	403,774	–	–	1.48%	10
2025 Q1	$2.47M	Hold	403,774	–	–	1.58%	10
2024 Q4	$2.44M	Hold	403,774	–	–	1.54%	10
2024 Q3	$2.63M	Hold	403,774	–	–	1.59%	10
2024 Q2	$2.47M	Buy	403,774 +70	+0%	+$419	1.57%	10
2024 Q1	$2.46M	Buy	403,704 +1,930	+0.5%	+$11.5K	1.57%	10
2023 Q4	$2.35M	Buy	+401,774	New	+$2.21M	1.66%	11

Other funds holding LEO

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Gridiron Partners's LEO Position: Q1 2026 in Review

Gridiron Partners reduced its BNY Mellon Strategic Municipals (LEO) stake by 17% in Q1 2026, selling an estimated $441K and leaving 340,762 shares worth $2.14M. The position accounts for 1.31% of the portfolio, ranked #10.

Gridiron Partners first reported a position in LEO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.63M in Q3 2024. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

Gridiron Partners held 340,762 shares of BNY Mellon Strategic Municipals worth $2.14M as of Q1 2026.
Gridiron Partners sold 69,012 BNY Mellon Strategic Municipals shares in Q1 2026, an estimated $441K.
BNY Mellon Strategic Municipals made up 1.31% of Gridiron Partners's portfolio in Q1 2026, its #10 holding.
Gridiron Partners first reported a position in BNY Mellon Strategic Municipals in Q4 2023 and has held it in 10 quarters since.
Gridiron Partners's BNY Mellon Strategic Municipals position peaked at $2.63M in Q3 2024.
96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Gridiron Partners's 13F filing for Q1 2026, filed 13 Apr 2026.