SSB
DMF

Sandy Spring Bank’s BNY Mellon Municipal Income DMF Stock Holding History

Sandy Spring Bank’s Portfolio DMF Stock Details DMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$101K Buy
+14,121
New +$101K ﹤0.01% 443
2018
Q3 		– Sell
-4,000
Closed -$33K – 779
2018
Q2 		$33K Sell
4,000
-8,805
-69% -$71K ﹤0.01% 511
2018
Q1 		$103K Buy
+12,805
New +$107K 0.01% 372

Other funds holding DMF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Sandy Spring Bank's DMF Position: Q1 2025 in Review

Sandy Spring Bank opened a new position in BNY Mellon Municipal Income (DMF) in Q1 2025: 14,121 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in DMF as recently as Q2 2018.

Sandy Spring Bank first reported a position in DMF in Q1 2018 and has held it in 3 quarters since. The position peaked at $103K in Q1 2018. 38 funds tracked by Wall St. Rank hold DMF as of Q1 2025.

  • Sandy Spring Bank held 14,121 shares of BNY Mellon Municipal Income worth $101K as of Q1 2025.
  • BNY Mellon Municipal Income was a new Sandy Spring Bank position in Q1 2025.
  • BNY Mellon Municipal Income made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #443 holding.
  • Sandy Spring Bank first reported a position in BNY Mellon Municipal Income in Q1 2018 and has held it in 3 quarters since.
  • Sandy Spring Bank's BNY Mellon Municipal Income position peaked at $103K in Q1 2018.
  • 38 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.