Noble Wealth Management PBC’s BNY Mellon Strategic Municipals LEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$149K Buy
26,756
+3,800
+17% +$23.3K 0.07% 182
2026
Q2
$148K Hold
22,956
– – 0.07% 181
2026
Q1
$144K Sell
22,956
-15,740
-41% -$101K 0.07% 168
2025
Q4
$246K Sell
38,696
-1,080
-3% -$6.78K 0.12% 132
2025
Q3
$249K Buy
+39,776
New +$237K 0.13% 123
2025
Q1
$584K Sell
95,396
-3,800
-4% -$23.5K 0.4% 73
2024
Q4
$599K Buy
+99,196
New +$626K 0.42% 70

Other funds holding LEO

Noble Wealth Management PBC's LEO Position: Q3 2026 in Review

Noble Wealth Management PBC increased its BNY Mellon Strategic Municipals (LEO) stake by 17% in Q3 2026, buying an estimated $23.3K and bringing the position to 26,756 shares worth $149K. The position accounts for 0.07% of the portfolio, ranked #182.

Noble Wealth Management PBC first reported a position in LEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $599K in Q4 2024. 7 funds tracked by Wall St. Rank hold LEO as of Q3 2026.

  • Noble Wealth Management PBC held 26,756 shares of BNY Mellon Strategic Municipals worth $149K as of Q3 2026.
  • Noble Wealth Management PBC bought 3,800 BNY Mellon Strategic Municipals shares in Q3 2026, an estimated $23.3K.
  • BNY Mellon Strategic Municipals made up 0.07% of Noble Wealth Management PBC's portfolio in Q3 2026, its #182 holding.
  • Noble Wealth Management PBC first reported a position in BNY Mellon Strategic Municipals in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's BNY Mellon Strategic Municipals position peaked at $599K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.