SAI
DSM

Savvy Advisors Inc’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Savvy Advisors Inc’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 		$363K Sell
59,072
-3,150
-5% -$19.2K 0.01% 904
2026
Q1 		$374K Buy
+62,222
New +$380K 0.01% 774
2025
Q4 		– Sell
-72,059
Closed -$427K – 1042
2025
Q3 		$427K Sell
72,059
-11,472
-14% -$65.1K 0.02% 482
2025
Q2 		$468K Sell
83,531
-2,992
-3% -$16.8K 0.03% 370
2025
Q1 		$499K Buy
86,523
+9,117
+12% +$53.7K 0.05% 290
2024
Q4 		$450K Buy
+77,406
New +$468K 0.05% 258

Other funds holding DSM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Savvy Advisors Inc's DSM Position: Q2 2026 in Review

Savvy Advisors Inc reduced its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 5.1% in Q2 2026, selling an estimated $19.2K and leaving 59,072 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #904.

Savvy Advisors Inc first reported a position in DSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $499K in Q1 2025. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Savvy Advisors Inc held 59,072 shares of BNY Mellon Strategic Municipal Bond Fund worth $363K as of Q2 2026.
  • Savvy Advisors Inc sold 3,150 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $19.2K.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #904 holding.
  • Savvy Advisors Inc first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's BNY Mellon Strategic Municipal Bond Fund position peaked at $499K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.