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DSM

NewEdge Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

NewEdge Advisors’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,254
Closed -$87.9K – 4215
2025
Q4 		$87.9K Buy
14,254
+12
+0.1% +$72 ﹤0.01% 2802
2025
Q3 		$84.3K Sell
14,242
-1,894
-12% -$10.8K ﹤0.01% 2650
2025
Q2 		$90.4K Sell
16,136
-6,657
-29% -$37.3K ﹤0.01% 2454
2025
Q1 		$132K Buy
22,793
+6
+0% +$35 ﹤0.01% 2208
2024
Q4 		$132K Sell
22,787
-691
-3% -$4.17K ﹤0.01% 2192
2024
Q3 		$146K Buy
23,478
+3,769
+19% +$22.9K ﹤0.01% 2076
2024
Q2 		$117K Buy
19,709
+3,907
+25% +$22.4K ﹤0.01% 2073
2024
Q1 		$92.6K Sell
15,802
-4,939
-24% -$28.4K ﹤0.01% 2086
2023
Q4 		$118K Buy
20,741
+4,500
+28% +$23.5K ﹤0.01% 1894
2023
Q3 		$80.7K Sell
16,241
-4,899
-23% -$26.9K ﹤0.01% 1918
2023
Q2 		$120K Sell
21,140
-5,997
-22% -$34.3K ﹤0.01% 1792
2023
Q1 		$155K Buy
27,137
+1,505
+6% +$8.81K ﹤0.01% 1622
2022
Q4 		$148K Buy
25,632
+206
+0.8% +$1.17K ﹤0.01% 1286
2022
Q3 		$144K Buy
25,426
+203
+0.8% +$1.29K ﹤0.01% 1401
2022
Q2 		$157K Buy
25,223
+4,504
+22% +$29.3K ﹤0.01% 1424
2022
Q1 		$146K Sell
20,719
-296
-1% -$2.21K ﹤0.01% 1053
2021
Q4 		$175K Buy
+21,015
New +$172K ﹤0.01% 1539

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors's DSM Position: Q1 2026 in Review

NewEdge Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2026, closing a stake of 14,254 shares — an estimated $87.9K sold.

NewEdge Advisors first reported a position in DSM in Q4 2021 and held it in 17 quarters. The position peaked at $175K in Q4 2021. 88 funds tracked by Wall St. Rank hold DSM as of Q1 2026.

  • NewEdge Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 14,254 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2026, an estimated $87.9K.
  • NewEdge Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2021 and held it in 17 quarters.
  • NewEdge Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $175K in Q4 2021.
  • 88 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.