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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

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 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

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. 101 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.
101 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.