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

Kilter 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
Q1 		– Sell
-2,162
Closed -$13.3K – 1610
2025
Q4 		$13.3K Buy
2,162
+33
+2% +$197 0.01% 284
2025
Q3 		$12.6K Buy
+2,129
New +$12.1K 0.01% 282

Other funds holding DSM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kilter Group's DSM Position: Q1 2026 in Review

Kilter Group sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2026, closing a stake of 2,162 shares — an estimated $13.3K sold.

Kilter Group first reported a position in DSM in Q3 2025 and held it in 2 quarters. The position peaked at $13.3K in Q4 2025. 88 funds tracked by Wall St. Rank hold DSM as of Q1 2026.

  • Kilter Group reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Kilter Group sold 2,162 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2026, an estimated $13.3K.
  • Kilter Group first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2025 and held it in 2 quarters.
  • Kilter Group's BNY Mellon Strategic Municipal Bond Fund position peaked at $13.3K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.