PL
DMB

Plancorp LLC’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Plancorp LLC’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 		$109K Hold
10,000
– – ﹤0.01% 420
2026
Q1 		$109K Hold
10,000
– – ﹤0.01% 372
2025
Q4 		$110K Hold
10,000
– – ﹤0.01% 361
2025
Q3 		$107K Hold
10,000
– – ﹤0.01% 369
2025
Q2 		$102K Buy
+10,000
New +$101K ﹤0.01% 365

Other funds holding DMB

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Plancorp LLC's DMB Position: Q2 2026 in Review

Plancorp LLC held its BNY Mellon Municipal Bond Infrastructure Fund (DMB) position steady in Q2 2026 at 10,000 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Plancorp LLC first reported a position in DMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $110K in Q4 2025. 9 funds tracked by Wall St. Rank hold DMB as of Q2 2026.

  • Plancorp LLC held 10,000 shares of BNY Mellon Municipal Bond Infrastructure Fund worth $109K as of Q2 2026.
  • Plancorp LLC left its BNY Mellon Municipal Bond Infrastructure Fund share count unchanged in Q2 2026.
  • BNY Mellon Municipal Bond Infrastructure Fund made up ﹤0.01% of Plancorp LLC's portfolio in Q2 2026, its #420 holding.
  • Plancorp LLC first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q2 2025 and has held it in 5 quarters since.
  • Plancorp LLC's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $110K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.