Raymond James Financial
DSM

Raymond James Financial’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Raymond James Financial’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
Q1 		$375K Buy
62,438
+14,827
+31% +$90.5K ﹤0.01% 4535
2025
Q4 		$294K Sell
47,611
-1,657
-3% -$9.91K ﹤0.01% 4589
2025
Q3 		$292K Buy
49,268
+79
+0.2% +$448 ﹤0.01% 4431
2025
Q2 		$275K Buy
49,189
+1,674
+4% +$9.39K ﹤0.01% 4342
2025
Q1 		$274K Sell
47,515
-11,525
-20% -$67.9K ﹤0.01% 4267
2024
Q4 		$343K Buy
+59,040
New +$357K ﹤0.01% 4105

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial's DSM Position: Q1 2026 in Review

Raymond James Financial increased its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 31% in Q1 2026, buying an estimated $90.5K and bringing the position to 62,438 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #4535.

Raymond James Financial first reported a position in DSM in Q4 2024 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold DSM as of Q1 2026.

  • Raymond James Financial held 62,438 shares of BNY Mellon Strategic Municipal Bond Fund worth $375K as of Q1 2026.
  • Raymond James Financial bought 14,827 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2026, an estimated $90.5K.
  • BNY Mellon Strategic Municipal Bond Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4535 holding.
  • Raymond James Financial first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2024 and has held it in 6 quarters since.
  • 88 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.