MWM
DSM

Melfa Wealth Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Melfa Wealth 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 		$232K Sell
37,728
-6,383
-14% -$38.8K 0.13% 152
2026
Q1 		$265K Hold
44,111
– – 0.15% 138
2025
Q4 		$272K Hold
44,111
– – 0.16% 140
2025
Q3 		$261K Hold
44,111
– – 0.15% 146
2025
Q2 		$247K Hold
44,111
– – 0.16% 147
2025
Q1 		$255K Hold
44,111
– – 0.17% 139
2024
Q4 		$256K Buy
44,111
+12,500
+40% +$75.5K 0.17% 135
2024
Q3 		$197K Buy
31,611
+9,750
+45% +$59.2K 0.13% 169
2024
Q2 		$130K Hold
21,861
– – 0.09% 186
2024
Q1 		$128K Sell
21,861
-10,018
-31% -$57.7K 0.09% 181
2023
Q4 		$182K Buy
+31,879
New +$166K 0.17% 113

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

Melfa Wealth Management's DSM Position: Q2 2026 in Review

Melfa Wealth Management reduced its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 14% in Q2 2026, selling an estimated $38.8K and leaving 37,728 shares worth $232K. The position accounts for 0.13% of the portfolio, ranked #152.

Melfa Wealth Management first reported a position in DSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $272K in Q4 2025. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Melfa Wealth Management held 37,728 shares of BNY Mellon Strategic Municipal Bond Fund worth $232K as of Q2 2026.
  • Melfa Wealth Management sold 6,383 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $38.8K.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.13% of Melfa Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Melfa Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • Melfa Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $272K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.