Riverbridge Partners’s BNY Mellon Strategic Municipals LEO Stock Holding History

Riverbridge Partners’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	$892K	Sell	138,053 -220,260	-61%	-$1.4M	0.02%	153
2026 Q1	$2.25M	Buy	358,313 +36,496	+11%	+$233K	0.06%	110
2025 Q4	$2.05M	Buy	321,817 +92,566	+40%	+$581K	0.04%	121
2025 Q3	$1.43M	Buy	229,251 +6,524	+3%	+$38.9K	0.02%	120
2025 Q2	$1.32M	Buy	222,727 +9,060	+4%	+$53K	0.02%	118
2025 Q1	$1.31M	Buy	213,667 +17,152	+9%	+$106K	0.02%	115
2024 Q4	$1.19M	Buy	196,515 +56,927	+41%	+$359K	0.02%	119
2024 Q3	$909K	Buy	+139,588	New	+$884K	0.01%	124

Other funds holding LEO

HWAM

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

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

TCM

Traub Capital Management Needham, Massachusetts $112M AUM 26.53% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Riverbridge Partners's LEO Position: Q2 2026 in Review

Riverbridge Partners reduced its BNY Mellon Strategic Municipals (LEO) stake by 61% in Q2 2026, selling an estimated $1.4M and leaving 138,053 shares worth $892K. The position accounts for 0.02% of the portfolio, ranked #153.

Riverbridge Partners first reported a position in LEO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.25M in Q1 2026. 27 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

Riverbridge Partners held 138,053 shares of BNY Mellon Strategic Municipals worth $892K as of Q2 2026.
Riverbridge Partners sold 220,260 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $1.4M.
BNY Mellon Strategic Municipals made up 0.02% of Riverbridge Partners's portfolio in Q2 2026, its #153 holding.
Riverbridge Partners first reported a position in BNY Mellon Strategic Municipals in Q3 2024 and has held it in 8 quarters since.
Riverbridge Partners's BNY Mellon Strategic Municipals position peaked at $2.25M in Q1 2026.
27 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.