Mariner
LEO

Mariner’s BNY Mellon Strategic Municipals LEO Stock Holding History

Mariner’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 		$119K Sell
18,849
-134
-0.7% -$857 ﹤0.01% 3291
2025
Q4 		$121K Sell
18,983
-457
-2% -$2.87K ﹤0.01% 3293
2025
Q3 		$122K Buy
19,440
+237
+1% +$1.41K ﹤0.01% 3322
2025
Q2 		$114K Buy
19,203
+1,137
+6% +$6.65K ﹤0.01% 3217
2025
Q1 		$111K Sell
18,066
-122
-0.7% -$754 ﹤0.01% 3168
2024
Q4 		$110K Hold
18,188
– – ﹤0.01% 3159
2024
Q3 		$118K Sell
18,188
-25,600
-58% -$162K ﹤0.01% 3053
2024
Q2 		$268K Sell
43,788
-11,650
-21% -$69.8K ﹤0.01% 2544
2024
Q1 		$338K Hold
55,438
– – ﹤0.01% 2337
2023
Q4 		$325K Buy
55,438
+4,283
+8% +$23.6K ﹤0.01% 2261
2023
Q3 		$273K Hold
51,155
– – ﹤0.01% 2241
2023
Q2 		$318K Hold
51,155
– – ﹤0.01% 2073
2023
Q1 		$319K Sell
51,155
-940
-2% -$5.93K ﹤0.01% 2021
2022
Q4 		$318K Buy
52,095
+940
+2% +$5.75K ﹤0.01% 1977
2022
Q3 		$311K Hold
51,155
– – ﹤0.01% 1743
2022
Q2 		$337K Sell
51,155
-134
-0.3% -$908 ﹤0.01% 1253
2022
Q1 		$369K Sell
51,289
-1,301
-2% -$9.95K ﹤0.01% 1235
2021
Q4 		$445K Buy
52,590
+667
+1% +$5.65K ﹤0.01% 1024
2021
Q3 		$452K Buy
+51,923
New +$475K ﹤0.01% 867

Other funds holding LEO

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Mariner's LEO Position: Q1 2026 in Review

Mariner reduced its BNY Mellon Strategic Municipals (LEO) stake by 0.71% in Q1 2026, selling an estimated $857 and leaving 18,849 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #3291.

Mariner first reported a position in LEO in Q3 2021 and has held it in 19 quarters since. The position peaked at $452K in Q3 2021. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Mariner held 18,849 shares of BNY Mellon Strategic Municipals worth $119K as of Q1 2026.
  • Mariner sold 134 BNY Mellon Strategic Municipals shares in Q1 2026, an estimated $857.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #3291 holding.
  • Mariner first reported a position in BNY Mellon Strategic Municipals in Q3 2021 and has held it in 19 quarters since.
  • Mariner's BNY Mellon Strategic Municipals position peaked at $452K in Q3 2021.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.