Signature Estate & Investment Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Signature Estate & Investment Advisors’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	$74.2K	Hold	12,057	–	–	﹤0.01%	664
2026 Q1	$72.5K	Hold	12,057	–	–	﹤0.01%	642
2025 Q4	$74.4K	Hold	12,057	–	–	﹤0.01%	602
2025 Q3	$71.4K	Buy	12,057 +1,550	+15%	+$8.8K	﹤0.01%	593
2025 Q2	$58.8K	Sell	10,507 -1,793	-15%	-$10.1K	﹤0.01%	572
2025 Q1	$71K	Sell	12,300 -1,740	-12%	-$10.2K	﹤0.01%	544
2024 Q4	$81.6K	Sell	14,040 -1,728	-11%	-$10.4K	﹤0.01%	533
2024 Q3	$98.2K	Hold	15,768	–	–	﹤0.01%	516
2024 Q2	$93.7K	Buy	+15,768	New	+$90.3K	﹤0.01%	498

Other funds holding DSM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Signature Estate & Investment Advisors's DSM Position: Q2 2026 in Review

Signature Estate & Investment Advisors held its BNY Mellon Strategic Municipal Bond Fund (DSM) position steady in Q2 2026 at 12,057 shares worth $74.2K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Signature Estate & Investment Advisors first reported a position in DSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $98.2K in Q3 2024. 41 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

Signature Estate & Investment Advisors held 12,057 shares of BNY Mellon Strategic Municipal Bond Fund worth $74.2K as of Q2 2026.
Signature Estate & Investment Advisors left its BNY Mellon Strategic Municipal Bond Fund share count unchanged in Q2 2026.
BNY Mellon Strategic Municipal Bond Fund made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #664 holding.
Signature Estate & Investment Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $98.2K in Q3 2024.
41 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.