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 Q2	$130K	Hold	20,200	–	–	0.01%	773
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

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

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 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

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

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Nations Financial Group's LEO Position: Q2 2026 in Review

Nations Financial Group held its BNY Mellon Strategic Municipals (LEO) position steady in Q2 2026 at 20,200 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #773.

Nations Financial Group first reported a position in LEO in Q3 2018 and has held it in 18 quarters since. The position peaked at $490K in Q1 2023. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

Nations Financial Group held 20,200 shares of BNY Mellon Strategic Municipals worth $130K as of Q2 2026.
Nations Financial Group left its BNY Mellon Strategic Municipals share count unchanged in Q2 2026.
BNY Mellon Strategic Municipals made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #773 holding.
Nations Financial Group first reported a position in BNY Mellon Strategic Municipals in Q3 2018 and has held it in 18 quarters since.
Nations Financial Group's BNY Mellon Strategic Municipals position peaked at $490K in Q1 2023.
101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.