Riverbridge Partners’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Riverbridge Partners’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	–	Sell	-237,540	Closed	-$1.47M	–	195
2025 Q4	$1.47M	Buy	237,540 +72,954	+44%	+$436K	0.03%	135
2025 Q3	$974K	Buy	164,586 +4,612	+3%	+$26.2K	0.02%	131
2025 Q2	$896K	Buy	159,974 +6,861	+4%	+$38.5K	0.01%	129
2025 Q1	$883K	Buy	153,113 +23,933	+19%	+$141K	0.01%	125
2024 Q4	$751K	Sell	129,180 -13,600	-10%	-$82.2K	0.01%	125
2024 Q3	$890K	Buy	142,780 +41,050	+40%	+$249K	0.01%	125
2024 Q2	$604K	Buy	101,730 +624	+0.6%	+$3.58K	0.01%	142
2024 Q1	$592K	Sell	101,106 -1,978	-2%	-$11.4K	0.01%	135
2023 Q4	$589K	Buy	103,084 +1,060	+1%	+$5.54K	0.01%	143
2023 Q3	$507K	Buy	102,024 +7,586	+8%	+$41.6K	0.01%	149
2023 Q2	$538K	Sell	94,438 -8,085	-8%	-$46.2K	0.01%	143
2023 Q1	$616K	Sell	102,523 -684	-0.7%	-$4K	0.01%	136
2022 Q4	$597K	Buy	103,207 +7,104	+7%	+$40.2K	0.01%	141
2022 Q3	$544K	Buy	96,103 +846	+0.9%	+$5.37K	0.01%	145
2022 Q2	$592K	Buy	+95,257	New	+$619K	0.01%	143

Other funds holding DSM

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return