Mercer Global Advisors
DSM

Mercer Global Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Mercer Global Advisors’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
Q2 		– Sell
-34,007
Closed -$196K – 2289
2025
Q1 		$196K Buy
34,007
+3,500
+11% +$20.6K ﹤0.01% 1985
2024
Q4 		$177K Buy
+30,507
New +$184K ﹤0.01% 1985
2022
Q2 		– Sell
-14,297
Closed -$101K – 1850
2022
Q1 		$101K Sell
14,297
-36,177
-72% -$270K ﹤0.01% 1801
2021
Q4 		$421K Buy
50,474
+551
+1% +$4.51K ﹤0.01% 1294
2021
Q3 		$398K Buy
49,923
+536
+1% +$4.47K ﹤0.01% 1286
2021
Q2 		$406K Buy
49,387
+541
+1% +$4.38K ﹤0.01% 1241
2021
Q1 		$382K Buy
48,846
+554
+1% +$4.34K ﹤0.01% 1204
2020
Q4 		$380K Buy
48,292
+569
+1% +$4.28K ﹤0.01% 976
2020
Q3 		$348K Buy
47,723
+479
+1% +$3.59K 0.01% 898
2020
Q2 		$342K Buy
47,244
+868
+2% +$6.13K 0.01% 806
2020
Q1 		$333K Buy
46,376
+16,249
+54% +$126K 0.01% 773
2019
Q4 		$241K Buy
30,127
+376
+1% +$3.13K ﹤0.01% 1003
2019
Q3 		$250K Buy
+29,751
New +$248K 0.01% 952
2019
Q2 		– Sell
-35,755
Closed -$276K – 1165
2019
Q1 		$276K Buy
+35,755
New +$268K 0.01% 844

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Mercer Global Advisors's DSM Position: Q2 2025 in Review

Mercer Global Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2025, closing a stake of 34,007 shares — an estimated $196K sold.

Mercer Global Advisors first reported a position in DSM in Q1 2019 and held it in 14 quarters. The position peaked at $421K in Q4 2021. 92 funds tracked by Wall St. Rank hold DSM as of Q2 2025.

  • Mercer Global Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 34,007 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2025, an estimated $196K.
  • Mercer Global Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2019 and held it in 14 quarters.
  • Mercer Global Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $421K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2025.

Based on Mercer Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.