Wedbush Securities’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Wedbush Securities’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
2025 Q4	–	Sell	-18,300	Closed	-$108K	–	1225
2025 Q3	$108K	Hold	18,300	–	–	﹤0.01%	1128
2025 Q2	$102K	Sell	18,300 -675	-4%	-$3.79K	﹤0.01%	1111
2025 Q1	$109K	Buy	18,975 +675	+4%	+$3.98K	﹤0.01%	1061
2024 Q4	$106K	Buy	18,300 +4,800	+36%	+$29K	﹤0.01%	1088
2024 Q3	$84K	Hold	13,500	–	–	﹤0.01%	1061
2024 Q2	$80K	Hold	13,500	–	–	﹤0.01%	1153
2024 Q1	$79K	Hold	13,500	–	–	﹤0.01%	1191
2023 Q4	$77K	Hold	13,500	–	–	﹤0.01%	1051
2023 Q3	$67K	Hold	13,500	–	–	﹤0.01%	1025
2023 Q2	$77K	Hold	13,500	–	–	﹤0.01%	1023
2023 Q1	$81K	Hold	13,500	–	–	﹤0.01%	1026
2022 Q4	$78K	Hold	13,500	–	–	﹤0.01%	1000
2022 Q3	$76K	Hold	13,500	–	–	﹤0.01%	987
2022 Q2	$84K	Hold	13,500	–	–	﹤0.01%	1008
2022 Q1	$95K	Sell	13,500 -45,800	-77%	-$341K	﹤0.01%	1059
2021 Q4	$495K	Hold	59,300	–	–	0.02%	636
2021 Q3	$473K	Sell	59,300 -9,200	-13%	-$76.8K	0.02%	640
2021 Q2	$564K	Hold	68,500	–	–	0.03%	580
2021 Q1	$536K	Hold	68,500	–	–	0.03%	558
2020 Q4	$539K	Hold	68,500	–	–	0.05%	438
2020 Q3	$499K	Hold	68,500	–	–	0.05%	432
2020 Q2	$496K	Hold	68,500	–	–	0.05%	432
2020 Q1	$491K	Sell	68,500 -2,036	-3%	-$15.8K	0.06%	357
2019 Q4	$564K	Hold	70,536	–	–	0.05%	420
2019 Q3	$593K	Hold	70,536	–	–	0.06%	380
2019 Q2	$559K	Buy	+70,536	New	+$555K	0.06%	387
2018 Q4	–	Sell	-12,000	Closed	-$88K	–	856
2018 Q3	$88K	Hold	12,000	–	–	0.01%	846
2018 Q2	$91K	Hold	12,000	–	–	0.01%	815
2018 Q1	$91K	Hold	12,000	–	–	0.01%	759
2017 Q4	$103K	Buy	+12,000	New	+$102K	0.01%	785

Other funds holding DSM

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wedbush Securities's DSM Position: Q4 2025 in Review

Wedbush Securities sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2025, closing a stake of 18,300 shares — an estimated $108K sold.

Wedbush Securities first reported a position in DSM in Q4 2017 and held it in 30 quarters. The position peaked at $593K in Q3 2019. 85 funds tracked by Wall St. Rank hold DSM as of Q4 2025.

Wedbush Securities reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
Wedbush Securities sold 18,300 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2025, an estimated $108K.
Wedbush Securities first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2017 and held it in 30 quarters.
Wedbush Securities's BNY Mellon Strategic Municipal Bond Fund position peaked at $593K in Q3 2019.
85 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2025.

Based on Wedbush Securities's 13F filing for Q4 2025, filed 12 Feb 2026.