WA
LEO

Whitebox Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Whitebox 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 		$1.92M Hold
305,421
– – 0.02% 252
2025
Q4 		$1.94M Hold
305,421
– – 0.03% 226
2025
Q3 		$1.91M Hold
305,421
– – 0.03% 201
2025
Q2 		$1.81M Buy
305,421
+38,121
+14% +$223K 0.04% 194
2025
Q1 		$1.64M Buy
+267,300
New +$1.65M 0.04% 173

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

Whitebox Advisors's LEO Position: Q1 2026 in Review

Whitebox Advisors held its BNY Mellon Strategic Municipals (LEO) position steady in Q1 2026 at 305,421 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #252.

Whitebox Advisors first reported a position in LEO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.94M in Q4 2025. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Whitebox Advisors held 305,421 shares of BNY Mellon Strategic Municipals worth $1.92M as of Q1 2026.
  • Whitebox Advisors left its BNY Mellon Strategic Municipals share count unchanged in Q1 2026.
  • BNY Mellon Strategic Municipals made up 0.02% of Whitebox Advisors's portfolio in Q1 2026, its #252 holding.
  • Whitebox Advisors first reported a position in BNY Mellon Strategic Municipals in Q1 2025 and has held it in 5 quarters since.
  • Whitebox Advisors's BNY Mellon Strategic Municipals position peaked at $1.94M in Q4 2025.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Whitebox Advisors's 13F filing for Q1 2026, filed 15 May 2026.