LSC
LEO

Logan Stone Capital’s BNY Mellon Strategic Municipals LEO Stock Holding History

Logan Stone Capital’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
2026
Q1 		– Sell
-66,020
Closed -$420K – 159
2025
Q4 		$420K Sell
66,020
-646,507
-91% -$4.06M 0.1% 104
2025
Q3 		$4.45M Sell
712,527
-337,116
-32% -$2.01M 2.02% 12
2025
Q2 		$6.21M Sell
1,049,643
-23,176
-2% -$136K 2.92% 7
2025
Q1 		$6.57M Sell
1,072,819
-171,735
-14% -$1.06M 3.06% 8
2024
Q4 		$7.52M Buy
1,244,554
+7,130
+0.6% +$45K 2.52% 8
2024
Q3 		$8.06M Buy
1,237,424
+55,368
+5% +$351K 1.98% 8
2024
Q2 		$7.23M Sell
1,182,056
-376,152
-24% -$2.25M 1.87% 9
2024
Q1 		$9.51M Sell
1,558,208
-24,136
-2% -$144K 2.04% 8
2023
Q4 		$9.27M Buy
1,582,344
+884,916
+127% +$4.87M 1.88% 10
2023
Q3 		$3.72M Buy
697,428
+601,958
+631% +$3.51M 1.02% 32
2023
Q2 		$594K Sell
95,470
-107,560
-53% -$663K 0.2% 98
2023
Q1 		$1.27M Sell
203,030
-6,516
-3% -$41.1K 0.5% 72
2022
Q4 		$1.28M Buy
+209,546
New +$1.28M 0.48% 68
2022
Q2 		– Sell
-40,874
Closed -$294K – 151
2022
Q1 		$294K Buy
+40,874
New +$313K 0.21% 98

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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Logan Stone Capital's LEO Position: Q1 2026 in Review

Logan Stone Capital sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2026, closing a stake of 66,020 shares — an estimated $420K sold.

Logan Stone Capital first reported a position in LEO in Q1 2022 and held it in 14 quarters. The position peaked at $9.51M in Q1 2024. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Logan Stone Capital reported no remaining BNY Mellon Strategic Municipals position as of Q1 2026 after selling out during the quarter.
  • Logan Stone Capital sold 66,020 BNY Mellon Strategic Municipals shares in Q1 2026, an estimated $420K.
  • Logan Stone Capital first reported a position in BNY Mellon Strategic Municipals in Q1 2022 and held it in 14 quarters.
  • Logan Stone Capital's BNY Mellon Strategic Municipals position peaked at $9.51M in Q1 2024.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Logan Stone Capital's 13F filing for Q1 2026, filed 15 May 2026.