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 Q3	$2.25M	Hold	404,971	–	–	1.13%	16
2026 Q2	$2.62M	Buy	404,971 +64,209	+19%	+$409K	1.37%	12
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%	-$9.9M	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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gridiron Partners's LEO Position: Q3 2026 in Review

Gridiron Partners held its BNY Mellon Strategic Municipals (LEO) position steady in Q3 2026 at 404,971 shares worth $2.25M. The position accounts for 1.13% of the portfolio, ranked #16.

Gridiron Partners first reported a position in LEO in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.63M in Q3 2024. 13 funds tracked by Wall St. Rank hold LEO as of Q3 2026.

Gridiron Partners held 404,971 shares of BNY Mellon Strategic Municipals worth $2.25M as of Q3 2026.
Gridiron Partners left its BNY Mellon Strategic Municipals share count unchanged in Q3 2026.
BNY Mellon Strategic Municipals made up 1.13% of Gridiron Partners's portfolio in Q3 2026, its #16 holding.
Gridiron Partners first reported a position in BNY Mellon Strategic Municipals in Q4 2023 and has held it in 12 quarters since.
Gridiron Partners's BNY Mellon Strategic Municipals position peaked at $2.63M in Q3 2024.
13 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2026.

Based on Gridiron Partners's 13F filing for Q3 2026, filed 8 Oct 2026.