P
DSM

&Partners’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

&Partners’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 		$285K Sell
46,327
-4,418
-9% -$26.9K ﹤0.01% 2161
2026
Q1 		$305K Buy
50,745
+6,440
+15% +$39.3K ﹤0.01% 1978
2025
Q4 		$273K Buy
+44,305
New +$265K ﹤0.01% 1965

Other funds holding DSM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

&Partners's DSM Position: Q2 2026 in Review

&Partners reduced its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 8.7% in Q2 2026, selling an estimated $26.9K and leaving 46,327 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

&Partners first reported a position in DSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $305K in Q1 2026. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • &Partners held 46,327 shares of BNY Mellon Strategic Municipal Bond Fund worth $285K as of Q2 2026.
  • &Partners sold 4,418 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $26.9K.
  • BNY Mellon Strategic Municipal Bond Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2161 holding.
  • &Partners first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • &Partners's BNY Mellon Strategic Municipal Bond Fund position peaked at $305K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.