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 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 $3.62B AUM 13% 1-Year Est. Return

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

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 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

Mercer Global Advisors's LEO Position: Q1 2026 in Review

Mercer Global Advisors opened a new position in BNY Mellon Strategic Municipals (LEO) in Q1 2026: 10,150 shares worth $63.8K. The stake represents ﹤0.01% of the portfolio and ranks #3099 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in LEO as recently as Q3 2024.

Mercer Global Advisors first reported a position in LEO in Q1 2023 and has held it in 6 quarters since. The position peaked at $89.5K in Q2 2024. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

Mercer Global Advisors held 10,150 shares of BNY Mellon Strategic Municipals worth $63.8K as of Q1 2026.
BNY Mellon Strategic Municipals was a new Mercer Global Advisors position in Q1 2026.
BNY Mellon Strategic Municipals made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #3099 holding.
Mercer Global Advisors first reported a position in BNY Mellon Strategic Municipals in Q1 2023 and has held it in 6 quarters since.
Mercer Global Advisors's BNY Mellon Strategic Municipals position peaked at $89.5K in Q2 2024.
96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.