LF
DSM

Lee Financial’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Lee Financial’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
2025
Q4 		– Sell
-29,000
Closed -$172K – 153
2025
Q3 		$172K Buy
+29,000
New +$165K 0.02% 176
2025
Q1 		– Sell
-29,000
Closed -$168K – 156
2024
Q4 		$168K Hold
29,000
– – 0.02% 175
2024
Q3 		$181K Buy
+29,000
New +$176K 0.03% 174

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
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lee Financial's DSM Position: Q4 2025 in Review

Lee Financial sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2025, closing a stake of 29,000 shares — an estimated $172K sold.

Lee Financial first reported a position in DSM in Q3 2024 and held it in 3 quarters. The position peaked at $181K in Q3 2024. 85 funds tracked by Wall St. Rank hold DSM as of Q4 2025.

  • Lee Financial reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Lee Financial sold 29,000 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2025, an estimated $172K.
  • Lee Financial first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2024 and held it in 3 quarters.
  • Lee Financial's BNY Mellon Strategic Municipal Bond Fund position peaked at $181K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.