P
LEO

&Partners’s BNY Mellon Strategic Municipals LEO Stock Holding History

&Partners’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
Q1 		$990K Buy
157,399
+12,810
+9% +$81.9K ﹤0.01% 1311
2025
Q4 		$920K Buy
144,589
+125,898
+674% +$790K ﹤0.01% 1267
2025
Q3 		$117K Sell
18,691
-66,559
-78% -$397K ﹤0.01% 2036
2025
Q2 		$505K Buy
85,250
+4,593
+6% +$26.9K ﹤0.01% 1354
2025
Q1 		$494K Buy
80,657
+401
+0.5% +$2.48K 0.01% 1138
2024
Q4 		$495K Buy
80,256
+610
+0.8% +$3.85K 0.01% 1079
2024
Q3 		$518K Buy
+79,646
New +$505K 0.01% 853

Other funds holding LEO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

&Partners's LEO Position: Q1 2026 in Review

&Partners increased its BNY Mellon Strategic Municipals (LEO) stake by 8.9% in Q1 2026, buying an estimated $81.9K and bringing the position to 157,399 shares worth $990K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

&Partners first reported a position in LEO in Q3 2024 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • &Partners held 157,399 shares of BNY Mellon Strategic Municipals worth $990K as of Q1 2026.
  • &Partners bought 12,810 BNY Mellon Strategic Municipals shares in Q1 2026, an estimated $81.9K.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1311 holding.
  • &Partners first reported a position in BNY Mellon Strategic Municipals in Q3 2024 and has held it in 7 quarters since.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.