SPIA
DSM

Steward Partners Investment Advisory’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Steward Partners Investment Advisory’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
-4,758
Closed -$28.6K – 4723
2026
Q1 		$28.6K Hold
4,758
– – ﹤0.01% 3068
2025
Q4 		$29.4K Hold
4,758
– – ﹤0.01% 2957
2025
Q3 		$28.2K Hold
4,758
– – ﹤0.01% 2927
2025
Q2 		$26.6K Sell
4,758
-139
-3% -$779 ﹤0.01% 2783
2025
Q1 		$28.3K Hold
4,897
– – ﹤0.01% 2657
2024
Q4 		$28.5K Hold
4,897
– – ﹤0.01% 2614
2024
Q3 		$30.5K Sell
4,897
-171
-3% -$1.04K ﹤0.01% 2465
2024
Q2 		$30.1K Hold
5,068
– – ﹤0.01% 2340
2024
Q1 		$29.7K Buy
+5,068
New +$29.2K ﹤0.01% 2348
2023
Q4 		– Sell
-1,750
Closed -$8.7K – 3502
2023
Q3 		$8.7K Hold
1,750
– – ﹤0.01% 2646
2023
Q2 		$9.97K Buy
+1,750
New +$10K ﹤0.01% 2570
2021
Q2 		– Sell
-4,099
Closed -$32.1K – 7165
2021
Q1 		$32.1K Hold
4,099
– – ﹤0.01% 2228
2020
Q4 		$32K Hold
4,099
– – ﹤0.01% 1870
2020
Q3 		$30K Hold
4,099
– – ﹤0.01% 1720
2020
Q2 		$30K Hold
4,099
– – ﹤0.01% 1608
2020
Q1 		$29K Sell
4,099
-1,226
-23% -$9.53K ﹤0.01% 1465
2019
Q4 		$42K Buy
5,325
+2
+0% +$17 ﹤0.01% 1473
2019
Q3 		$44K Buy
5,323
+1,001
+23% +$8.33K ﹤0.01% 1405
2019
Q2 		$34K Buy
+4,322
New +$34K ﹤0.01% 1482
2018
Q4 		– Sell
-4,322
Closed -$32K – 1100
2018
Q3 		$32K Buy
4,322
+23
+0.5% +$173 ﹤0.01% 1358
2018
Q2 		$33K Buy
4,299
+4,099
+2,050% +$31K ﹤0.01% 1263
2018
Q1 		$1K Sell
200
-15,231
-99% -$120K ﹤0.01% 2124
2017
Q4 		$131K Buy
15,431
+15,308
+12,446% +$130K 0.01% 595
2017
Q3 		$1K Hold
123
– – ﹤0.01% 1583
2017
Q2 		$1K Hold
123
– – ﹤0.01% 1509
2017
Q1 		$1K Buy
+123
New +$1.02K ﹤0.01% 1394

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

Steward Partners Investment Advisory's DSM Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2026, closing a stake of 4,758 shares — an estimated $28.6K sold.

Steward Partners Investment Advisory first reported a position in DSM in Q1 2017 and held it in 26 quarters. The position peaked at $131K in Q4 2017. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4,758 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $28.6K.
  • Steward Partners Investment Advisory first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2017 and held it in 26 quarters.
  • Steward Partners Investment Advisory's BNY Mellon Strategic Municipal Bond Fund position peaked at $131K in Q4 2017.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.