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
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

SCM
Saba Capital Management New York $3.9B AUM 12.9% 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
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
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. 101 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.
  • 101 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.