Raymond James Financial
LEO

Raymond James Financial’s BNY Mellon Strategic Municipals LEO Stock Holding History

Raymond James Financial’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 		$1.09M Buy
169,085
+16,876
+11% +$108K ﹤0.01% 3937
2026
Q1 		$957K Sell
152,209
-1,552
-1% -$9.92K ﹤0.01% 3880
2025
Q4 		$978K Buy
153,761
+316
+0.2% +$1.98K ﹤0.01% 3791
2025
Q3 		$959K Sell
153,445
-6,695
-4% -$39.9K ﹤0.01% 3700
2025
Q2 		$948K Sell
160,140
-26,557
-14% -$155K ﹤0.01% 3625
2025
Q1 		$1.14M Buy
186,697
+34,447
+23% +$213K ﹤0.01% 3386
2024
Q4 		$920K Buy
+152,250
New +$960K ﹤0.01% 3505

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

Raymond James Financial's LEO Position: Q2 2026 in Review

Raymond James Financial increased its BNY Mellon Strategic Municipals (LEO) stake by 11% in Q2 2026, buying an estimated $108K and bringing the position to 169,085 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3937.

Raymond James Financial first reported a position in LEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q1 2025. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Raymond James Financial held 169,085 shares of BNY Mellon Strategic Municipals worth $1.09M as of Q2 2026.
  • Raymond James Financial bought 16,876 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $108K.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3937 holding.
  • Raymond James Financial first reported a position in BNY Mellon Strategic Municipals in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's BNY Mellon Strategic Municipals position peaked at $1.14M in Q1 2025.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.