LSC
DSM

Logan Stone Capital’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Logan Stone Capital’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
Q3 		– Sell
-294,867
Closed -$1.65M – 70
2025
Q2 		$1.65M Sell
294,867
-82,408
-22% -$462K 0.78% 22
2025
Q1 		$2.18M Sell
377,275
-24,253
-6% -$143K 1.01% 17
2024
Q4 		$2.33M Sell
401,528
-263,207
-40% -$1.59M 0.78% 21
2024
Q3 		$4.14M Sell
664,735
-65,992
-9% -$400K 1.02% 20
2024
Q2 		$4.34M Sell
730,727
-200,783
-22% -$1.15M 1.12% 23
2024
Q1 		$5.46M Sell
931,510
-33,292
-3% -$192K 1.17% 24
2023
Q4 		$5.51M Buy
964,802
+182,066
+23% +$951K 1.11% 27
2023
Q3 		$3.89M Buy
782,736
+302,023
+63% +$1.66M 1.06% 28
2023
Q2 		$2.74M Buy
480,713
+21,080
+5% +$121K 0.93% 30
2023
Q1 		$2.76M Buy
459,633
+62,313
+16% +$365K 1.09% 27
2022
Q4 		$2.3M Buy
397,320
+383,520
+2,779% +$2.17M 0.86% 28
2022
Q3 		$78K Buy
+13,800
New +$87.6K 0.05% 141
2022
Q2 		– Sell
-53,872
Closed -$381K – 138
2022
Q1 		$381K Buy
+53,872
New +$401K 0.27% 81

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Logan Stone Capital's DSM Position: Q3 2025 in Review

Logan Stone Capital sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2025, closing a stake of 294,867 shares — an estimated $1.65M sold.

Logan Stone Capital first reported a position in DSM in Q1 2022 and held it in 13 quarters. The position peaked at $5.51M in Q4 2023. 91 funds tracked by Wall St. Rank hold DSM as of Q3 2025.

  • Logan Stone Capital reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Logan Stone Capital sold 294,867 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2025, an estimated $1.65M.
  • Logan Stone Capital first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2022 and held it in 13 quarters.
  • Logan Stone Capital's BNY Mellon Strategic Municipal Bond Fund position peaked at $5.51M in Q4 2023.
  • 91 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2025.

Based on Logan Stone Capital's 13F filing for Q3 2025, filed 14 Nov 2025.