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DSM

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
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Root Financial Partners's DSM Position: Q2 2026 in Review

Root Financial Partners sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2026, closing a stake of 8,188 shares — an estimated $49.2K sold.

Root Financial Partners first reported a position in DSM in Q3 2025 and held it in 3 quarters. The position peaked at $50.5K in Q4 2025. 20 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Root Financial Partners reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 8,188 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $49.2K.
  • Root Financial Partners first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's BNY Mellon Strategic Municipal Bond Fund position peaked at $50.5K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.