PFM
LEO

Professional Financial Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Professional Financial Management’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.34M Sell
207,157
-12,328
-6% -$78.6K 1.36% 20
2026
Q1 		$1.38M Sell
219,485
-137,245
-38% -$877K 1.44% 20
2025
Q4 		$2.27M Buy
+356,730
New +$2.24M 2.57% 15

Other funds holding LEO

SCM
Saba Capital Management New York $3.9B AUM 12.9% 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
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Professional Financial Management's LEO Position: Q2 2026 in Review

Professional Financial Management reduced its BNY Mellon Strategic Municipals (LEO) stake by 5.6% in Q2 2026, selling an estimated $78.6K and leaving 207,157 shares worth $1.34M. The position accounts for 1.36% of the portfolio, ranked #20.

Professional Financial Management first reported a position in LEO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.27M in Q4 2025. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Professional Financial Management held 207,157 shares of BNY Mellon Strategic Municipals worth $1.34M as of Q2 2026.
  • Professional Financial Management sold 12,328 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $78.6K.
  • BNY Mellon Strategic Municipals made up 1.36% of Professional Financial Management's portfolio in Q2 2026, its #20 holding.
  • Professional Financial Management first reported a position in BNY Mellon Strategic Municipals in Q4 2025 and has held it in 3 quarters since.
  • Professional Financial Management's BNY Mellon Strategic Municipals position peaked at $2.27M in Q4 2025.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Professional Financial Management's 13F filing for Q2 2026, filed 15 Jul 2026.