STA
DSM

Summit Trail Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Summit Trail Advisors’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 		$689K Sell
112,022
-4,850
-4% -$29.5K 0.01% 1127
2026
Q1 		$702K Buy
+116,872
New +$714K 0.01% 1057

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

Summit Trail Advisors's DSM Position: Q2 2026 in Review

Summit Trail Advisors reduced its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 4.1% in Q2 2026, selling an estimated $29.5K and leaving 112,022 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #1127.

Summit Trail Advisors first reported a position in DSM in Q1 2026 and has held it in 2 quarters since. The position peaked at $702K in Q1 2026. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Summit Trail Advisors held 112,022 shares of BNY Mellon Strategic Municipal Bond Fund worth $689K as of Q2 2026.
  • Summit Trail Advisors sold 4,850 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $29.5K.
  • BNY Mellon Strategic Municipal Bond Fund made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1127 holding.
  • Summit Trail Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2026 and has held it in 2 quarters since.
  • Summit Trail Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $702K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.