STA
LEO

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
Q1 		$522K Buy
+83,059
New +$531K 0.01% 1154

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 Trail Advisors's LEO Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in BNY Mellon Strategic Municipals (LEO) in Q1 2026: 83,059 shares worth $522K. The stake represents 0.01% of the portfolio and ranks #1154 among its holdings.

96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Summit Trail Advisors held 83,059 shares of BNY Mellon Strategic Municipals worth $522K as of Q1 2026.
  • BNY Mellon Strategic Municipals was a new Summit Trail Advisors position in Q1 2026.
  • BNY Mellon Strategic Municipals made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1154 holding.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.