Ranch Capital Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Ranch Capital Advisors’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	$180K	Buy	29,295 +73	+0.2%	+$444	0.06%	154
2026 Q1	$176K	Buy	29,222 +66	+0.2%	+$403	0.06%	151
2025 Q4	$180K	Buy	29,156 +82	+0.3%	+$491	0.07%	148
2025 Q3	$172K	Buy	29,074 +43	+0.1%	+$244	0.07%	149
2025 Q2	$163K	Sell	29,031 -2,695	-8%	-$15.1K	0.07%	138
2025 Q1	$183K	Buy	31,726 +47	+0.1%	+$277	0.09%	133
2024 Q4	$184K	Buy	31,679 +61	+0.2%	+$369	0.09%	135
2024 Q3	$197K	Buy	31,618 +30	+0.1%	+$182	0.09%	141
2024 Q2	$188K	Hold	31,588	–	–	0.1%	147
2024 Q1	$185K	Hold	31,588	–	–	0.1%	148
2023 Q4	$180K	Sell	31,588 -5,028	-14%	-$26.3K	0.11%	140
2023 Q3	$182K	Hold	36,616	–	–	0.13%	134
2023 Q2	$209K	Sell	36,616 -800	-2%	-$4.57K	0.15%	135
2023 Q1	$225K	Sell	37,416 -7,800	-17%	-$45.6K	0.16%	133
2022 Q4	$261K	Sell	45,216 -2,000	-4%	-$11.3K	0.2%	124
2022 Q3	$267K	Hold	47,216	–	–	0.22%	120
2022 Q2	$294K	Hold	47,216	–	–	0.23%	115
2022 Q1	$334K	Hold	47,216	–	–	0.22%	114
2021 Q4	$394K	Hold	47,216	–	–	0.26%	108
2021 Q3	$377K	Hold	47,216	–	–	0.24%	110
2021 Q2	$388K	Hold	47,216	–	–	0.23%	112
2021 Q1	$369K	Hold	47,216	–	–	0.24%	109
2020 Q4	$371K	Hold	47,216	–	–	0.27%	100
2020 Q3	$344K	Hold	47,216	–	–	0.28%	97
2020 Q2	$366K	Hold	47,216	–	–	0.29%	90
2020 Q1	$338K	Hold	47,216	–	–	0.33%	82
2019 Q4	$377K	Buy	47,216 +10,900	+30%	+$90.7K	0.31%	92
2019 Q3	$305K	Buy	+36,316	New	+$302K	0.33%	101

Other funds holding DSM

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

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

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

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ranch Capital Advisors's DSM Position: Q2 2026 in Review

Ranch Capital Advisors increased its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 0.25% in Q2 2026, buying an estimated $444 and bringing the position to 29,295 shares worth $180K. The position accounts for 0.06% of the portfolio, ranked #154.

Ranch Capital Advisors first reported a position in DSM in Q3 2019 and has held it in 28 quarters since. The position peaked at $394K in Q4 2021. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

Ranch Capital Advisors held 29,295 shares of BNY Mellon Strategic Municipal Bond Fund worth $180K as of Q2 2026.
Ranch Capital Advisors bought 73 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $444.
BNY Mellon Strategic Municipal Bond Fund made up 0.06% of Ranch Capital Advisors's portfolio in Q2 2026, its #154 holding.
Ranch Capital Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2019 and has held it in 28 quarters since.
Ranch Capital Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $394K in Q4 2021.
86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.