Mercer Global Advisors
LEO

Mercer Global Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Mercer Global Advisors’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
Q2 		– Sell
-10,150
Closed -$63.8K – 3718
2026
Q1 		$63.8K Buy
+10,150
New +$64.9K ﹤0.01% 3099
2024
Q4 		– Sell
-10,569
Closed -$69.9K – 2207
2024
Q3 		$69.9K Sell
10,569
-4,058
-28% -$25.7K ﹤0.01% 1900
2024
Q2 		$89.5K Buy
+14,627
New +$87.6K ﹤0.01% 1877
2023
Q4 		– Sell
-11,094
Closed -$59K – 2058
2023
Q3 		$59K Sell
11,094
-2,000
-15% -$11.7K ﹤0.01% 1888
2023
Q2 		$81K Buy
13,094
+2,000
+18% +$12.3K ﹤0.01% 1846
2023
Q1 		$69K Buy
+11,094
New +$70K ﹤0.01% 1849

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
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
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

Mercer Global Advisors's LEO Position: Q2 2026 in Review

Mercer Global Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2026, closing a stake of 10,150 shares — an estimated $63.8K sold.

Mercer Global Advisors first reported a position in LEO in Q1 2023 and held it in 6 quarters. The position peaked at $89.5K in Q2 2024. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Mercer Global Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q2 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 10,150 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $63.8K.
  • Mercer Global Advisors first reported a position in BNY Mellon Strategic Municipals in Q1 2023 and held it in 6 quarters.
  • Mercer Global Advisors's BNY Mellon Strategic Municipals position peaked at $89.5K in Q2 2024.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.