Patriot Financial Group Insurance Agency’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio DMB Stock Details DMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11,816	Closed	-$125K	–	538
2026 Q1	$125K	Buy	+11,816	New	+$130K	0.01%	680
2022 Q1	–	Sell	-7,500	Closed	-$108K	–	2084
2021 Q4	$108K	Hold	7,500	–	–	0.02%	637
2021 Q3	$117K	Hold	7,500	–	–	0.02%	597
2021 Q2	$110K	Hold	7,500	–	–	0.02%	593
2021 Q1	$106K	Hold	7,500	–	–	0.02%	535
2020 Q4	$105K	Buy	+7,500	New	+$103K	0.03%	490

Other funds holding DMB

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DMB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q2 2026, closing a stake of 11,816 shares — an estimated $125K sold.

Patriot Financial Group Insurance Agency first reported a position in DMB in Q4 2020 and held it in 6 quarters. The position peaked at $125K in Q1 2026. 26 funds tracked by Wall St. Rank hold DMB as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 11,816 BNY Mellon Municipal Bond Infrastructure Fund shares in Q2 2026, an estimated $125K.
Patriot Financial Group Insurance Agency first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q4 2020 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $125K in Q1 2026.
26 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.