Jones Financial Companies
LEO

Jones Financial Companies’s BNY Mellon Strategic Municipals LEO Stock Holding History

Jones Financial Companies’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
2025
Q3 		– Sell
-426
Closed -$2.48K – 4316
2025
Q2 		$2.48K Buy
+426
New +$2.49K ﹤0.01% 3396

Other funds holding LEO

SCM
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Pathstone Holdings
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $445M AUM 2.55% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Jones Financial Companies's LEO Position: Q3 2025 in Review

Jones Financial Companies sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2025, closing a stake of 426 shares — an estimated $2.48K sold.

Jones Financial Companies first reported a position in LEO in Q2 2025 and held it in 1 quarter. The position peaked at $2.48K in Q2 2025. 100 funds tracked by Wall St. Rank hold LEO as of Q3 2025.

  • Jones Financial Companies reported no remaining BNY Mellon Strategic Municipals position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 426 BNY Mellon Strategic Municipals shares in Q3 2025, an estimated $2.48K.
  • Jones Financial Companies first reported a position in BNY Mellon Strategic Municipals in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's BNY Mellon Strategic Municipals position peaked at $2.48K in Q2 2025.
  • 100 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.