LF
LEO

Lee Financial’s BNY Mellon Strategic Municipals LEO Stock Holding History

Lee Financial’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
Q4 		– Sell
-38,206
Closed -$240K – 166
2025
Q3 		$240K Buy
+38,206
New +$228K 0.03% 163
2025
Q1 		– Sell
-38,070
Closed -$230K – 165
2024
Q4 		$230K Buy
38,070
+58
+0.2% +$366 0.03% 164
2024
Q3 		$248K Buy
+38,012
New +$241K 0.04% 160

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
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
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Financial's LEO Position: Q4 2025 in Review

Lee Financial sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2025, closing a stake of 38,206 shares — an estimated $240K sold.

Lee Financial first reported a position in LEO in Q3 2024 and held it in 3 quarters. The position peaked at $248K in Q3 2024. 102 funds tracked by Wall St. Rank hold LEO as of Q4 2025.

  • Lee Financial reported no remaining BNY Mellon Strategic Municipals position as of Q4 2025 after selling out during the quarter.
  • Lee Financial sold 38,206 BNY Mellon Strategic Municipals shares in Q4 2025, an estimated $240K.
  • Lee Financial first reported a position in BNY Mellon Strategic Municipals in Q3 2024 and held it in 3 quarters.
  • Lee Financial's BNY Mellon Strategic Municipals position peaked at $248K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2025.

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