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

Root Financial 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 Q3	$50.7K	Buy	+9,739	New	+$56.3K	﹤0.01%	1079
2026 Q2	–	Sell	-8,188	Closed	-$49.2K	–	1162
2026 Q1	$49.2K	Hold	8,188	–	–	﹤0.01%	883
2025 Q4	$50.5K	Sell	8,188 -3	-0%	-$18	﹤0.01%	707
2025 Q3	$48.5K	Buy	+8,191	New	+$46.5K	﹤0.01%	678

Other funds holding DSM

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

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

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

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Root Financial Partners's DSM Position: Q3 2026 in Review

Root Financial Partners opened a new position in BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2026: 9,739 shares worth $50.7K. The stake represents ﹤0.01% of the portfolio and ranks #1079 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DSM as recently as Q1 2026.

Root Financial Partners first reported a position in DSM in Q3 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold DSM as of Q3 2026.

Root Financial Partners held 9,739 shares of BNY Mellon Strategic Municipal Bond Fund worth $50.7K as of Q3 2026.
BNY Mellon Strategic Municipal Bond Fund was a new Root Financial Partners position in Q3 2026.
BNY Mellon Strategic Municipal Bond Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1079 holding.
Root Financial Partners first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2025 and has held it in 4 quarters since.
22 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.