PWMG
DSM

Prestige Wealth Management Group’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Prestige Wealth Management Group’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 		$8.9K Hold
1,447
– – ﹤0.01% 463
2026
Q1 		$8.7K Hold
1,447
– – ﹤0.01% 451
2025
Q4 		$8.93K Hold
1,447
– – ﹤0.01% 469
2025
Q3 		$8.6K Hold
1,447
– – ﹤0.01% 480
2025
Q2 		$8.1K Hold
1,447
– – ﹤0.01% 474
2025
Q1 		$8.35K Hold
1,447
– – ﹤0.01% 470
2024
Q4 		$8.41K Hold
1,447
– – ﹤0.01% 493
2024
Q3 		$9.04K Hold
1,447
– – ﹤0.01% 474
2024
Q2 		$8.6K Hold
1,447
– – ﹤0.01% 433
2024
Q1 		$8.48K Hold
1,447
– – ﹤0.01% 480
2023
Q4 		$8.26K Hold
1,447
– – ﹤0.01% 488
2023
Q3 		$7.22K Hold
1,447
– – ﹤0.01% 503
2023
Q2 		$8.25K Hold
1,447
– – ﹤0.01% 497
2023
Q1 		$8.7K Hold
1,447
– – ﹤0.01% 462
2022
Q4 		$8.36K Hold
1,447
– – ﹤0.01% 498
2022
Q3 		$8K Hold
1,447
– – ﹤0.01% 447
2022
Q2 		$9K Hold
1,447
– – ﹤0.01% 452
2022
Q1 		$10K Hold
1,447
– – ﹤0.01% 460
2021
Q4 		$12K Hold
1,447
– – ﹤0.01% 451
2021
Q3 		$12K Hold
1,447
– – ﹤0.01% 451
2021
Q2 		$12K Hold
1,447
– – ﹤0.01% 441
2021
Q1 		$11K Hold
1,447
– – ﹤0.01% 462
2020
Q4 		$11K Hold
1,447
– – ﹤0.01% 440
2020
Q3 		$11K Hold
1,447
– – ﹤0.01% 426
2020
Q2 		$10K Hold
1,447
– – ﹤0.01% 426
2020
Q1 		$10K Hold
1,447
– – ﹤0.01% 379
2019
Q4 		$12K Hold
1,447
– – 0.01% 333
2019
Q3 		$12K Hold
1,447
– – 0.01% 327
2019
Q2 		$11K Hold
1,447
– – 0.01% 318
2019
Q1 		$11K Hold
1,447
– – 0.01% 326
2018
Q4 		$10K Buy
+1,447
New +$10.2K 0.01% 428

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

Prestige Wealth Management Group's DSM Position: Q2 2026 in Review

Prestige Wealth Management Group held its BNY Mellon Strategic Municipal Bond Fund (DSM) position steady in Q2 2026 at 1,447 shares worth $8.9K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Prestige Wealth Management Group first reported a position in DSM in Q4 2018 and has held it in 31 quarters since. The position peaked at $12K in Q4 2021. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Prestige Wealth Management Group held 1,447 shares of BNY Mellon Strategic Municipal Bond Fund worth $8.9K as of Q2 2026.
  • Prestige Wealth Management Group 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 Prestige Wealth Management Group's portfolio in Q2 2026, its #463 holding.
  • Prestige Wealth Management Group first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's BNY Mellon Strategic Municipal Bond Fund position peaked at $12K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.