Stifel Financial
DSM

Stifel Financial’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Stifel Financial’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 		$383K Buy
62,270
+807
+1% +$4.91K ﹤0.01% 3140
2026
Q1 		$369K Buy
61,463
+735
+1% +$4.49K ﹤0.01% 3045
2025
Q4 		$375K Sell
60,728
-6,501
-10% -$38.9K ﹤0.01% 3016
2025
Q3 		$398K Buy
67,229
+5,877
+10% +$33.4K ﹤0.01% 2941
2025
Q2 		$344K Buy
61,352
+622
+1% +$3.49K ﹤0.01% 2971
2025
Q1 		$350K Sell
60,730
-1,465
-2% -$8.63K ﹤0.01% 2890
2024
Q4 		$361K Buy
62,195
+753
+1% +$4.55K ﹤0.01% 2872
2024
Q3 		$383K Buy
61,442
+2,603
+4% +$15.8K ﹤0.01% 2828
2024
Q2 		$350K Buy
58,839
+697
+1% +$3.99K ﹤0.01% 2837
2024
Q1 		$341K Buy
58,142
+7,435
+15% +$42.8K ﹤0.01% 2837
2023
Q4 		$290K Sell
50,707
-2,029
-4% -$10.6K ﹤0.01% 2873
2023
Q3 		$262K Buy
52,736
+5,900
+13% +$32.4K ﹤0.01% 2864
2023
Q2 		$267K Buy
46,836
+2,938
+7% +$16.8K ﹤0.01% 2893
2023
Q1 		$264K Buy
43,898
+8,548
+24% +$50K ﹤0.01% 2895
2022
Q4 		$204K Sell
35,350
-3,277
-8% -$18.5K ﹤0.01% 2970
2022
Q3 		$219K Buy
38,627
+25,208
+188% +$160K ﹤0.01% 2899
2022
Q2 		$83K Buy
+13,419
New +$87.2K ﹤0.01% 3177
2021
Q1 		– Sell
-11,444
Closed -$90K – 3229
2020
Q4 		$90K Buy
+11,444
New +$86.1K ﹤0.01% 2946
2019
Q3 		– Sell
-12,363
Closed -$98K – 2877
2019
Q2 		$98K Buy
12,363
+751
+6% +$5.91K ﹤0.01% 2824
2019
Q1 		$90K Buy
11,612
+179
+2% +$1.34K ﹤0.01% 2708
2018
Q4 		$80K Buy
+11,433
New +$80.3K ﹤0.01% 2582

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

Stifel Financial's DSM Position: Q2 2026 in Review

Stifel Financial increased its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 1.3% in Q2 2026, buying an estimated $4.91K and bringing the position to 62,270 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #3140.

Stifel Financial first reported a position in DSM in Q4 2018 and has held it in 21 quarters since. The position peaked at $398K in Q3 2025. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Stifel Financial held 62,270 shares of BNY Mellon Strategic Municipal Bond Fund worth $383K as of Q2 2026.
  • Stifel Financial bought 807 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $4.91K.
  • BNY Mellon Strategic Municipal Bond Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3140 holding.
  • Stifel Financial first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2018 and has held it in 21 quarters since.
  • Stifel Financial's BNY Mellon Strategic Municipal Bond Fund position peaked at $398K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.