Pine Valley Investments
DMB icon

Pine Valley Investments’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Pine Valley Investments’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
Q3 		$142K Sell
14,995
-1,126
-7% -$11.8K 0.01% 584
2026
Q2 		$179K Sell
16,121
-1,174
-7% -$12.8K 0.01% 579
2026
Q1 		$183K Sell
17,295
-1,000
-5% -$11K 0.01% 544
2025
Q4 		$202K Sell
18,295
-2,500
-12% -$26.8K 0.01% 527
2025
Q3 		$223K Hold
20,795
– – 0.01% 506
2025
Q2 		$213K Sell
20,795
-600
-3% -$6.06K 0.01% 499
2025
Q1 		$227K Sell
21,395
-900
-4% -$9.5K 0.01% 472
2024
Q4 		$232K Sell
22,295
-10,810
-33% -$117K 0.01% 463
2024
Q3 		$370K Sell
33,105
-800
-2% -$8.68K 0.02% 369
2024
Q2 		$360K Buy
33,905
+2,000
+6% +$20.5K 0.02% 357
2024
Q1 		$332K Buy
31,905
+400
+1% +$4.12K 0.02% 377
2023
Q4 		$326K Buy
31,505
+4,500
+17% +$44.2K 0.02% 367
2023
Q3 		$269K Buy
27,005
+3,694
+16% +$39.7K 0.02% 381
2023
Q2 		$252K Sell
23,311
-200
-0.9% -$2.18K 0.02% 339
2023
Q1 		$256K Buy
+23,511
New +$259K 0.04% 237

Other funds holding DMB

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Ackerman Capital Advisors
Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
ProVise Management Group
ProVise Management Group Clearwater, Florida $1.46B AUM 15.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Pine Valley Investments's DMB Position: Q3 2026 in Review

Pine Valley Investments reduced its BNY Mellon Municipal Bond Infrastructure Fund (DMB) stake by 7% in Q3 2026, selling an estimated $11.8K and leaving 14,995 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #584.

Pine Valley Investments first reported a position in DMB in Q1 2023 and has held it in 15 quarters since. The position peaked at $370K in Q3 2024. 34 funds tracked by Wall St. Rank hold DMB as of Q3 2026.

  • Pine Valley Investments held 14,995 shares of BNY Mellon Municipal Bond Infrastructure Fund worth $142K as of Q3 2026.
  • Pine Valley Investments sold 1,126 BNY Mellon Municipal Bond Infrastructure Fund shares in Q3 2026, an estimated $11.8K.
  • BNY Mellon Municipal Bond Infrastructure Fund made up 0.01% of Pine Valley Investments's portfolio in Q3 2026, its #584 holding.
  • Pine Valley Investments first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q1 2023 and has held it in 15 quarters since.
  • Pine Valley Investments's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $370K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q3 2026.

Based on Pine Valley Investments's 13F filing for Q3 2026, filed 9 Nov 2026.