HI
LEO

Harbour Investments’s BNY Mellon Strategic Municipals LEO Stock Holding History

Harbour Investments’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 		$2.23K Buy
+345
New +$2.2K ﹤0.01% 3980
2021
Q4 		– Sell
-114
Closed -$1K – 3220
2021
Q3 		$1K Hold
114
– – ﹤0.01% 3538
2021
Q2 		$1K Hold
114
– – ﹤0.01% 3588
2021
Q1 		$1K Buy
+114
New +$966 ﹤0.01% 3418

Other funds holding LEO

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Pathstone Holdings
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
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GC
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
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

Harbour Investments's LEO Position: Q2 2026 in Review

Harbour Investments opened a new position in BNY Mellon Strategic Municipals (LEO) in Q2 2026: 345 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #3980 among its holdings. This is a return to the name: Harbour Investments previously reported a position in LEO as recently as Q3 2021.

Harbour Investments first reported a position in LEO in Q1 2021 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Harbour Investments held 345 shares of BNY Mellon Strategic Municipals worth $2.23K as of Q2 2026.
  • BNY Mellon Strategic Municipals was a new Harbour Investments position in Q2 2026.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3980 holding.
  • Harbour Investments first reported a position in BNY Mellon Strategic Municipals in Q1 2021 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.