NFG
LEO

Nations Financial Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Nations Financial Group’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 		$127K Hold
20,200
– – 0.01% 754
2025
Q4 		$128K Sell
20,200
-7,500
-27% -$47.1K 0.01% 732
2025
Q3 		$173K Sell
27,700
-4,400
-14% -$26.2K 0.01% 687
2025
Q2 		$190K Hold
32,100
– – 0.01% 653
2025
Q1 		$196K Sell
32,100
-43,000
-57% -$266K 0.02% 625
2024
Q4 		$454K Hold
75,100
– – 0.03% 462
2024
Q3 		$489K Sell
75,100
-3,000
-4% -$19K 0.04% 437
2024
Q2 		$478K Hold
78,100
– – 0.04% 417
2024
Q1 		$476K Sell
78,100
-450
-0.6% -$2.69K 0.04% 423
2023
Q4 		$460K Hold
78,550
– – 0.04% 406
2023
Q3 		$419K Hold
78,550
– – 0.04% 405
2023
Q2 		$489K Hold
78,550
– – 0.05% 393
2023
Q1 		$490K Hold
78,550
– – 0.05% 373
2022
Q4 		$480K Buy
78,550
+50,000
+175% +$306K 0.05% 369
2022
Q3 		$174K Buy
+28,550
New +$191K 0.03% 512
2019
Q1 		– Sell
-10,400
Closed -$75K – 176
2018
Q4 		$75K Hold
10,400
– – 0.06% 161
2018
Q3 		$78K Buy
+10,400
New +$79.6K 0.06% 167

Other funds holding LEO

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

Nations Financial Group's LEO Position: Q1 2026 in Review

Nations Financial Group held its BNY Mellon Strategic Municipals (LEO) position steady in Q1 2026 at 20,200 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #754.

Nations Financial Group first reported a position in LEO in Q3 2018 and has held it in 17 quarters since. The position peaked at $490K in Q1 2023. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Nations Financial Group held 20,200 shares of BNY Mellon Strategic Municipals worth $127K as of Q1 2026.
  • Nations Financial Group left its BNY Mellon Strategic Municipals share count unchanged in Q1 2026.
  • BNY Mellon Strategic Municipals made up 0.01% of Nations Financial Group's portfolio in Q1 2026, its #754 holding.
  • Nations Financial Group first reported a position in BNY Mellon Strategic Municipals in Q3 2018 and has held it in 17 quarters since.
  • Nations Financial Group's BNY Mellon Strategic Municipals position peaked at $490K in Q1 2023.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.