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 Q3	$940K	Buy	169,136 +31,083	+23%	+$190K	0.03%	147
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

ACM

Altium Capital Management New York $68.8M AUM 7.27% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Traub Capital Management Needham, Massachusetts $114M AUM 21.18% 1-Year Est. Return

Riverbridge Partners's LEO Position: Q3 2026 in Review

Riverbridge Partners increased its BNY Mellon Strategic Municipals (LEO) stake by 23% in Q3 2026, buying an estimated $190K and bringing the position to 169,136 shares worth $940K. The position accounts for 0.03% of the portfolio, ranked #147.

Riverbridge Partners first reported a position in LEO in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.25M in Q1 2026. 42 funds tracked by Wall St. Rank hold LEO as of Q3 2026.

Riverbridge Partners held 169,136 shares of BNY Mellon Strategic Municipals worth $940K as of Q3 2026.
Riverbridge Partners bought 31,083 BNY Mellon Strategic Municipals shares in Q3 2026, an estimated $190K.
BNY Mellon Strategic Municipals made up 0.03% of Riverbridge Partners's portfolio in Q3 2026, its #147 holding.
Riverbridge Partners first reported a position in BNY Mellon Strategic Municipals in Q3 2024 and has held it in 9 quarters since.
Riverbridge Partners's BNY Mellon Strategic Municipals position peaked at $2.25M in Q1 2026.
42 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2026.

Based on Riverbridge Partners's 13F filing for Q3 2026, filed 5 Nov 2026.