MCM
DSM

MAI Capital Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

MAI Capital Management’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
Q2 		– Sell
-6,023
Closed -$36.2K – 2775
2026
Q1 		$36.2K Hold
6,023
– – ﹤0.01% 2447
2025
Q4 		$37.2K Hold
6,023
– – ﹤0.01% 2181
2025
Q3 		$35.7K Hold
6,023
– – ﹤0.01% 2117
2025
Q2 		$33.7K Hold
6,023
– – ﹤0.01% 2082
2025
Q1 		$34.8K Hold
6,023
– – ﹤0.01% 1931
2024
Q4 		$35K Buy
+6,023
New +$36.4K ﹤0.01% 1946

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MAI Capital Management's DSM Position: Q2 2026 in Review

MAI Capital Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2026, closing a stake of 6,023 shares — an estimated $36.2K sold.

MAI Capital Management first reported a position in DSM in Q4 2024 and held it in 6 quarters. The position peaked at $37.2K in Q4 2025. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • MAI Capital Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 6,023 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $36.2K.
  • MAI Capital Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $37.2K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.