SF
LEO

Summit Financial’s BNY Mellon Strategic Municipals LEO Stock Holding History

Summit Financial’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
Q1 		$112K Buy
17,839
+134
+0.8% +$857 ﹤0.01% 1378
2025
Q4 		$113K Buy
+17,705
New +$111K ﹤0.01% 1266

Other funds holding LEO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Summit Financial's LEO Position: Q1 2026 in Review

Summit Financial increased its BNY Mellon Strategic Municipals (LEO) stake by 0.76% in Q1 2026, buying an estimated $857 and bringing the position to 17,839 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Summit Financial first reported a position in LEO in Q4 2025 and has held it in 2 quarters since. The position peaked at $113K in Q4 2025. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Summit Financial held 17,839 shares of BNY Mellon Strategic Municipals worth $112K as of Q1 2026.
  • Summit Financial bought 134 BNY Mellon Strategic Municipals shares in Q1 2026, an estimated $857.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1378 holding.
  • Summit Financial first reported a position in BNY Mellon Strategic Municipals in Q4 2025 and has held it in 2 quarters since.
  • Summit Financial's BNY Mellon Strategic Municipals position peaked at $113K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.