SPIA
LEO

Steward Partners Investment Advisory’s BNY Mellon Strategic Municipals LEO Stock Holding History

Steward Partners Investment Advisory’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.84K Hold
750
– – ﹤0.01% 3992
2026
Q1 		$4.72K Hold
750
– – ﹤0.01% 3817
2025
Q4 		$4.77K Sell
750
-750
-50% -$4.71K ﹤0.01% 3703
2025
Q3 		$9.38K Hold
1,500
– – ﹤0.01% 3428
2025
Q2 		$8.88K Hold
1,500
– – ﹤0.01% 3265
2025
Q1 		$9.18K Hold
1,500
– – ﹤0.01% 3135
2024
Q4 		$9.06K Hold
1,500
– – ﹤0.01% 3135
2024
Q3 		$9.77K Hold
1,500
– – ﹤0.01% 2957
2024
Q2 		$9.18K Sell
1,500
-1,071
-42% -$6.42K ﹤0.01% 2848
2024
Q1 		$15.7K Sell
2,571
-1,027
-29% -$6.14K ﹤0.01% 2629
2023
Q4 		$21.1K Hold
3,598
– – ﹤0.01% 2386
2023
Q3 		$19.2K Buy
3,598
+1,071
+42% +$6.25K ﹤0.01% 2328
2023
Q2 		$15.7K Hold
2,527
– – ﹤0.01% 2403
2023
Q1 		$15.8K Sell
2,527
-4,150
-62% -$26.2K ﹤0.01% 2355
2022
Q4 		$40.8K Hold
6,677
– – ﹤0.01% 1922
2022
Q3 		$41K Hold
6,677
– – ﹤0.01% 1881
2022
Q2 		$44K Buy
6,677
+4,150
+164% +$28.1K ﹤0.01% 1860
2022
Q1 		$18K Buy
2,527
+1,027
+68% +$7.86K ﹤0.01% 2418
2021
Q4 		$13K Hold
1,500
– – ﹤0.01% 2506
2021
Q3 		$13K Hold
1,500
– – ﹤0.01% 2512
2021
Q2 		$13K Hold
1,500
– – ﹤0.01% 5653
2021
Q1 		$12.8K Hold
1,500
– – ﹤0.01% 2674
2020
Q4 		$13K Hold
1,500
– – ﹤0.01% 2213
2020
Q3 		$12K Hold
1,500
– – ﹤0.01% 2069
2020
Q2 		$12K Hold
1,500
– – ﹤0.01% 1966
2020
Q1 		$11K Sell
1,500
-1
-0.1% -$8 ﹤0.01% 1822
2019
Q4 		$12K Buy
1,501
+1
+0.1% +$9 ﹤0.01% 1952
2019
Q3 		$12K Sell
1,500
-7
-0.5% -$59 ﹤0.01% 1914
2019
Q2 		$12K Buy
+1,507
New +$12.2K ﹤0.01% 1899
2018
Q4 		– Sell
-3,960
Closed -$30K – 1537
2018
Q3 		$30K Hold
3,960
– – ﹤0.01% 1388
2018
Q2 		$30K Sell
3,960
-2,731
-41% -$20.9K ﹤0.01% 1293
2018
Q1 		$51K Hold
6,691
– – ﹤0.01% 1002
2017
Q4 		$57K Hold
6,691
– – ﹤0.01% 791
2017
Q3 		$58K Buy
6,691
+2,691
+67% +$24.1K 0.01% 657
2017
Q2 		$35K Hold
4,000
– – ﹤0.01% 711
2017
Q1 		$34K Hold
4,000
– – 0.01% 634
2016
Q4 		$33K Buy
+4,000
New +$34.3K 0.02% 379

Other funds holding LEO

SCM
Saba Capital Management New York $3.9B AUM 12.9% 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
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

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

Steward Partners Investment Advisory held its BNY Mellon Strategic Municipals (LEO) position steady in Q2 2026 at 750 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3992.

Steward Partners Investment Advisory first reported a position in LEO in Q4 2016 and has held it in 37 quarters since. The position peaked at $58K in Q3 2017. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Steward Partners Investment Advisory held 750 shares of BNY Mellon Strategic Municipals worth $4.84K as of Q2 2026.
  • Steward Partners Investment Advisory left its BNY Mellon Strategic Municipals share count unchanged in Q2 2026.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3992 holding.
  • Steward Partners Investment Advisory first reported a position in BNY Mellon Strategic Municipals in Q4 2016 and has held it in 37 quarters since.
  • Steward Partners Investment Advisory's BNY Mellon Strategic Municipals position peaked at $58K in Q3 2017.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

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