PP
DSM

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

PFS 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 		$573K Buy
93,163
+1,242
+1% +$7.56K 0.23% 43
2026
Q1 		$552K Buy
91,921
+1,131
+1% +$6.91K 0.25% 39
2025
Q4 		$560K Buy
90,790
+1,386
+2% +$8.29K 0.26% 38
2025
Q3 		$529K Buy
89,404
+734
+0.8% +$4.17K 0.25% 38
2025
Q2 		$497K Buy
88,670
+931
+1% +$5.22K 0.25% 37
2025
Q1 		$506K Buy
87,739
+799
+0.9% +$4.71K 0.27% 34
2024
Q4 		$505K Buy
86,940
+1,031
+1% +$6.23K 0.27% 37
2024
Q3 		$535K Buy
85,909
+512
+0.6% +$3.11K 0.3% 33
2024
Q2 		$507K Buy
85,397
+804
+1% +$4.61K 0.32% 33
2024
Q1 		$496K Buy
84,593
+793
+0.9% +$4.57K 0.33% 30
2023
Q4 		$478K Buy
+83,800
New +$438K 0.33% 30

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

PFS Partners's DSM Position: Q2 2026 in Review

PFS Partners increased its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 1.4% in Q2 2026, buying an estimated $7.56K and bringing the position to 93,163 shares worth $573K. The position accounts for 0.23% of the portfolio, ranked #43.

PFS Partners first reported a position in DSM in Q4 2023 and has held it in 11 quarters since. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • PFS Partners held 93,163 shares of BNY Mellon Strategic Municipal Bond Fund worth $573K as of Q2 2026.
  • PFS Partners bought 1,242 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $7.56K.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.23% of PFS Partners's portfolio in Q2 2026, its #43 holding.
  • PFS Partners first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.