SIA
DSM

Sit Investment Associates’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Sit Investment Associates’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 		$13.8M Buy
2,241,927
+132,127
+6% +$804K 0.26% 95
2026
Q1 		$12.7M Buy
2,109,800
+247,419
+13% +$1.51M 0.26% 98
2025
Q4 		$11.5M Buy
1,862,381
+195,867
+12% +$1.17M 0.23% 111
2025
Q3 		$9.87M Buy
1,666,514
+1,167,687
+234% +$6.63M 0.2% 123
2025
Q2 		$2.79M Buy
498,827
+26,463
+6% +$148K 0.06% 276
2025
Q1 		$2.73M Sell
472,364
-45,075
-9% -$265K 0.06% 275
2024
Q4 		$3.01M Sell
517,439
-108,800
-17% -$657K 0.07% 273
2024
Q3 		$3.9M Buy
626,239
+53,520
+9% +$325K 0.09% 233
2024
Q2 		$3.4M Buy
572,719
+45,457
+9% +$260K 0.08% 234
2024
Q1 		$3.09M Buy
527,262
+43,273
+9% +$249K 0.07% 260
2023
Q4 		$2.76M Sell
483,989
-22,188
-4% -$116K 0.07% 273
2023
Q3 		$2.52M Sell
506,177
-27,174
-5% -$149K 0.07% 261
2023
Q2 		$3.04M Sell
533,351
-5,569
-1% -$31.8K 0.08% 245
2023
Q1 		$3.24M Buy
538,920
+59,539
+12% +$348K 0.09% 243
2022
Q4 		$2.77M Buy
479,381
+27,937
+6% +$158K 0.08% 256
2022
Q3 		$2.56M Buy
451,444
+200,175
+80% +$1.27M 0.08% 247
2022
Q2 		$1.56M Sell
251,269
-53,972
-18% -$351K 0.05% 302
2022
Q1 		$2.16M Sell
305,241
-15,500
-5% -$115K 0.06% 285
2021
Q4 		$2.68M Buy
320,741
+9,803
+3% +$80.2K 0.06% 278
2021
Q3 		$2.48M Buy
310,938
+42,467
+16% +$355K 0.06% 274
2021
Q2 		$2.21M Sell
268,471
-24,307
-8% -$197K 0.05% 284
2021
Q1 		$2.29M Sell
292,778
-46,208
-14% -$362K 0.06% 291
2020
Q4 		$2.67M Buy
338,986
+9,000
+3% +$67.7K 0.07% 265
2020
Q3 		$2.41M Sell
329,986
-92,790
-22% -$695K 0.07% 263
2020
Q2 		$3.06M Buy
422,776
+362,488
+601% +$2.56M 0.1% 227
2020
Q1 		$432K Buy
60,288
+20,000
+50% +$156K 0.02% 381
2019
Q4 		$322K Sell
40,288
-20,282
-33% -$169K 0.01% 413
2019
Q3 		$509K Sell
60,570
-207,383
-77% -$1.73M 0.02% 384
2019
Q2 		$2.13M Sell
267,953
-40,621
-13% -$320K 0.07% 276
2019
Q1 		$2.38M Buy
308,574
+13,658
+5% +$102K 0.08% 248
2018
Q4 		$2.06M Buy
294,916
+257,946
+698% +$1.81M 0.07% 260
2018
Q3 		$271K Hold
36,970
– – 0.01% 429
2018
Q2 		$280K Hold
36,970
– – 0.01% 463
2018
Q1 		$281K Sell
36,970
-199,204
-84% -$1.57M 0.01% 462
2017
Q4 		$2.02M Hold
236,174
– – 0.05% 293
2017
Q3 		$2M Sell
236,174
-100,819
-30% -$871K 0.05% 280
2017
Q2 		$2.87M Sell
336,993
-90,582
-21% -$765K 0.07% 236
2017
Q1 		$3.54M Sell
427,575
-74,557
-15% -$617K 0.09% 209
2016
Q4 		$4.04M Buy
502,132
+22,653
+5% +$187K 0.11% 192
2016
Q3 		$4.25M Buy
479,479
+2,500
+0.5% +$22.4K 0.11% 191
2016
Q2 		$4.33M Buy
476,979
+9,147
+2% +$80.2K 0.11% 189
2016
Q1 		$3.98M Sell
467,832
-33,144
-7% -$277K 0.07% 191
2015
Q4 		$4.04M Buy
500,976
+11,000
+2% +$87.3K 0.08% 186
2015
Q3 		$3.83M Buy
489,976
+54,882
+13% +$424K 0.07% 185
2015
Q2 		$3.34M Sell
435,094
-49,299
-10% -$390K 0.06% 194
2015
Q1 		$3.92M Buy
484,393
+160,727
+50% +$1.3M 0.07% 190
2014
Q4 		$2.58M Buy
323,666
+249,214
+335% +$2M 0.04% 249
2014
Q3 		$599K Sell
74,452
-18,919
-20% -$153K 0.01% 364
2014
Q2 		$774K Sell
93,371
-54,700
-37% -$441K 0.01% 357
2014
Q1 		$1.16M Sell
148,071
-220,227
-60% -$1.71M 0.02% 334
2013
Q4 		$2.73M Sell
368,298
-257,432
-41% -$1.91M 0.05% 253
2013
Q3 		$4.82M Buy
625,730
+154,830
+33% +$1.17M 0.09% 186
2013
Q2 		$3.84M Buy
+470,900
New +$4.16M 0.08% 199

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
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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Sit Investment Associates's DSM Position: Q2 2026 in Review

Sit Investment Associates increased its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 6.3% in Q2 2026, buying an estimated $804K and bringing the position to 2,241,927 shares worth $13.8M. The position accounts for 0.26% of the portfolio, ranked #95.

Sit Investment Associates first reported a position in DSM in Q2 2013 and has held it in 53 quarters since. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Sit Investment Associates held 2,241,927 shares of BNY Mellon Strategic Municipal Bond Fund worth $13.8M as of Q2 2026.
  • Sit Investment Associates bought 132,127 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $804K.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.26% of Sit Investment Associates's portfolio in Q2 2026, its #95 holding.
  • Sit Investment Associates first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2013 and has held it in 53 quarters since.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.