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

Whitebox 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
2025 Q4	–	Sell	-335,217	Closed	-$1.98M	–	506
2025 Q3	$1.98M	Sell	335,217 -43,776	-12%	-$249K	0.03%	198
2025 Q2	$2.12M	Sell	378,993 -377,806	-50%	-$2.12M	0.04%	184
2025 Q1	$4.37M	Buy	756,799 +136,853	+22%	+$806K	0.11%	121
2024 Q4	$3.6M	Buy	619,946 +427,819	+223%	+$2.59M	0.1%	110
2024 Q3	$1.2M	Buy	192,127 +26,319	+16%	+$160K	0.03%	152
2024 Q2	$985K	Buy	+165,808	New	+$950K	0.03%	151

Other funds holding DSM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Whitebox Advisors's DSM Position: Q4 2025 in Review

Whitebox Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2025, closing a stake of 335,217 shares — an estimated $1.98M sold.

Whitebox Advisors first reported a position in DSM in Q2 2024 and held it in 6 quarters. The position peaked at $4.37M in Q1 2025. 85 funds tracked by Wall St. Rank hold DSM as of Q4 2025.

Whitebox Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
Whitebox Advisors sold 335,217 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2025, an estimated $1.98M.
Whitebox Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2024 and held it in 6 quarters.
Whitebox Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $4.37M in Q1 2025.
85 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2025.

Based on Whitebox Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.