NWMP
DSM

Noble Wealth Management PBC’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Noble Wealth Management PBC’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
Q2 		$404K Buy
65,733
+4,400
+7% +$26.8K 0.18% 112
2026
Q1 		$369K Sell
61,333
-21,945
-26% -$134K 0.19% 107
2025
Q4 		$514K Sell
83,278
-850
-1% -$5.09K 0.26% 85
2025
Q3 		$498K Buy
+84,128
New +$478K 0.27% 86
2025
Q1 		$785K Sell
135,978
-5,650
-4% -$33.3K 0.54% 57
2024
Q4 		$823K Buy
+141,628
New +$856K 0.57% 55

Other funds holding DSM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Noble Wealth Management PBC's DSM Position: Q2 2026 in Review

Noble Wealth Management PBC increased its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 7.2% in Q2 2026, buying an estimated $26.8K and bringing the position to 65,733 shares worth $404K. The position accounts for 0.18% of the portfolio, ranked #112.

Noble Wealth Management PBC first reported a position in DSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $823K in Q4 2024. 20 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Noble Wealth Management PBC held 65,733 shares of BNY Mellon Strategic Municipal Bond Fund worth $404K as of Q2 2026.
  • Noble Wealth Management PBC bought 4,400 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $26.8K.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.18% of Noble Wealth Management PBC's portfolio in Q2 2026, its #112 holding.
  • Noble Wealth Management PBC first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's BNY Mellon Strategic Municipal Bond Fund position peaked at $823K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.