PHWA
DSM

Petersen Hastings Wealth Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Petersen Hastings Wealth Advisors’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 		$178K Hold
28,930
– – 0.01% 87
2026
Q1 		$174K Hold
28,930
– – 0.02% 81
2025
Q4 		$178K Buy
+28,930
New +$173K 0.02% 76

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

Petersen Hastings Wealth Advisors's DSM Position: Q2 2026 in Review

Petersen Hastings Wealth Advisors held its BNY Mellon Strategic Municipal Bond Fund (DSM) position steady in Q2 2026 at 28,930 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #87.

Petersen Hastings Wealth Advisors first reported a position in DSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $178K in Q4 2025. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Petersen Hastings Wealth Advisors held 28,930 shares of BNY Mellon Strategic Municipal Bond Fund worth $178K as of Q2 2026.
  • Petersen Hastings Wealth Advisors left its BNY Mellon Strategic Municipal Bond Fund share count unchanged in Q2 2026.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.01% of Petersen Hastings Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Petersen Hastings Wealth Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • Petersen Hastings Wealth Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $178K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Petersen Hastings Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.