Summit Trail Advisors
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Summit Trail Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Summit Trail Advisors’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 		$741K Buy
114,659
+31,600
+38% +$201K 0.01% 1093
2026
Q1 		$522K Buy
+83,059
New +$531K 0.01% 1154

Other funds holding LEO

Saba Capital Management
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Bulldog Investors
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Robinson Capital Management
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

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

Summit Trail Advisors increased its BNY Mellon Strategic Municipals (LEO) stake by 38% in Q2 2026, buying an estimated $201K and bringing the position to 114,659 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #1093.

Summit Trail Advisors first reported a position in LEO in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Summit Trail Advisors held 114,659 shares of BNY Mellon Strategic Municipals worth $741K as of Q2 2026.
  • Summit Trail Advisors bought 31,600 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $201K.
  • BNY Mellon Strategic Municipals made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1093 holding.
  • Summit Trail Advisors first reported a position in BNY Mellon Strategic Municipals in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

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