MML Investors Services
LEO

MML Investors Services’s BNY Mellon Strategic Municipals LEO Stock Holding History

MML Investors Services’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 		$112K Buy
17,334
+2,915
+20% +$18.6K ﹤0.01% 3186
2026
Q1 		$90.7K Sell
14,419
-3,731
-21% -$23.9K ﹤0.01% 2899
2025
Q4 		$115K Buy
18,150
+711
+4% +$4.46K ﹤0.01% 2922
2025
Q3 		$109K Buy
17,439
+2,462
+16% +$14.7K ﹤0.01% 2825
2025
Q2 		$89K Buy
14,977
+3,384
+29% +$19.8K ﹤0.01% 2762
2025
Q1 		$71K Buy
+11,593
New +$71.6K ﹤0.01% 2645

Other funds holding LEO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

MML Investors Services's LEO Position: Q2 2026 in Review

MML Investors Services increased its BNY Mellon Strategic Municipals (LEO) stake by 20% in Q2 2026, buying an estimated $18.6K and bringing the position to 17,334 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #3186.

MML Investors Services first reported a position in LEO in Q1 2025 and has held it in 6 quarters since. The position peaked at $115K in Q4 2025. 43 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • MML Investors Services held 17,334 shares of BNY Mellon Strategic Municipals worth $112K as of Q2 2026.
  • MML Investors Services bought 2,915 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $18.6K.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #3186 holding.
  • MML Investors Services first reported a position in BNY Mellon Strategic Municipals in Q1 2025 and has held it in 6 quarters since.
  • MML Investors Services's BNY Mellon Strategic Municipals position peaked at $115K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.