BNY Mellon Strategic Municipal Bond Fund, Inc.
DSM- Exchange
- NYSE
- SEC CIK
- 0000855887
No open-market purchases or sales by BNY Mellon Strategic Municipal Bond Fund, Inc. insiders were filed in the last 90 days; 86 institutions reported holding it in 13F filings for Q2 2026, worth $159.0M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 88
- +4 vs. Q4 2025
- Shares held
- 25.6M
- +974.9K (+4.0%) vs. Q4 2025
- Total value
- $153.8M
- +$1.97M (+1.3%) vs. Q4 2025
- New holders
- 13
- 21 more added
- Sold out
- 9
- 26 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DSM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 86 | $159.0M |
| Q1 2026 | 88 | $153.8M |
| Q4 2025 | 85 | $151.9M |
| Q3 2025 | 91 | $140.8M |
| Q2 2025 | 92 | $131.7M |
| Q1 2025 | 95 | $126.6M |
| Q4 2024 | 103 | $122.4M |
| Q3 2024 | 98 | $115.1M |
| Q2 2024 | 97 | $107.5M |
| Q1 2024 | 91 | $93.6M |
| Q4 2023 | 95 | $88.3M |
| Q3 2023 | 90 | $70.9M |
| Q2 2023 | 87 | $66.1M |
| Q1 2023 | 80 | $62.9M |
| Q4 2022 | 86 | $58.3M |
| Q3 2022 | 82 | $53.3M |
| Q2 2022 | 84 | $58.1M |
| Q1 2022 | 81 | $63.4M |
| Q4 2021 | 80 | $70.1M |
| Q3 2021 | 76 | $63.5M |
| Q2 2021 | 72 | $69.0M |
| Q1 2021 | 69 | $65.7M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 79 | $474 | 0.00% | +79 | New |
| Darwin Advisors, LLC | 1,000 | $6.01K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,447 | $8.70K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,500 | $9.02K | 0.00% | +1,500 | New |
| Harbour Investments, Inc. | 2,700 | $16.2K | 0.00% | +2,700 | New |
| Steward Partners Investment Advisory, LLC | 4,758 | $28.6K | 0.00% | 00.0% | Unchanged |
| Archetype Wealth Partners | 5,046 | $30.0K | 0.00% | +5,046 | New |
| Eastern Bank | 5,003 | $30.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6,023 | $36.2K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6,460 | $38.8K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,970 | $41.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 8,188 | $49.2K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,000 | $60.1K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,000 | $60.1K | 0.00% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 10,447 | $62.8K | 0.01% | +10,447 | New |
| Cambridge Investment Research Advisors, Inc. | 10,487 | $63.0K | 0.00% | +10,487 | New |
| Advisor OS, LLC | 10,864 | $65.3K | 0.00% | +10,864 | New |
| Mariner, LLC | 11,591 | $69.7K | 0.00% | −262−2.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 12,057 | $72.5K | 0.00% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 12,100 | $72.7K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,517 | $75.0K | 0.00% | −2,814−18.4% | Reduced |
| Jane Street Group, LLC | 12,552 | $75.4K | 0.00% | −9,355−42.7% | Reduced |
| Bokf, NA | 12,831 | $77.1K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,045 | $78.4K | 0.00% | −2,969−18.5% | Reduced |
| Coastal Investment Advisors, Inc. | 15,247 | $91.6K | 0.03% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 15,635 | $94.0K | 0.03% | +192+1.2% | Added |
| LexAurum Advisors, LLC | 17,234 | $103.6K | 0.01% | +17,234 | New |
| Novak & Powell Financial Services, Inc. | 18,255 | $109.7K | 0.06% | +225+1.2% | Added |
| Cetera Investment Advisers | 18,897 | $113.6K | 0.00% | +20+0.1% | Added |
| Susquehanna International Group, LLP | 20,913 | $125.7K | 0.00% | +676+3.3% | Added |
| Advisor Group Holdings, Inc. | 22,564 | $135.6K | 0.00% | −3,158−12.3% | Reduced |
| Ameriprise Financial Inc | 23,291 | $140.0K | 0.00% | +32+0.1% | Added |
| Traub Capital Management LLC | 24,031 | $144.4K | 0.14% | −13,779−36.4% | Reduced |
| Evolve Private Wealth, LLC | 28,411 | $170.8K | 0.01% | +376+1.3% | Added |
| Petersen Hastings Wealth Advisors Inc. | 28,930 | $173.9K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | 29,222 | $175.6K | 0.06% | +66+0.2% | Added |
| HighTower Advisors, LLC | 30,464 | $183.1K | 0.00% | −11,988−28.2% | Reduced |
| Integrated Capital Management, Inc. | 33,251 | $199.8K | 0.13% | −5,322−13.8% | Reduced |
| Arete Wealth Advisors, LLC | 34,066 | $202.5K | 0.02% | −3,438−9.2% | Reduced |
| Integrated Wealth Concepts LLC | 33,804 | $203.2K | 0.00% | +33,804 | New |
| Aviance Capital Partners, LLC | 33,883 | $203.6K | 0.02% | +414+1.2% | Added |
| Camelot Portfolios, LLC | 35,699 | $214.6K | 0.16% | −2,474−6.5% | Reduced |
| Catalina Capital Group, LLC | 36,500 | $219.4K | 0.13% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 38,762 | $233.0K | 0.10% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 42,860 | $257.6K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 44,111 | $265.1K | 0.15% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 50,000 | $301.0K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 50,745 | $305.0K | 0.00% | +6,440+14.5% | Added |
| Noble Wealth Management PBC | 61,333 | $368.6K | 0.19% | −21,945−26.4% | Reduced |
| Stifel Financial Corp | 61,463 | $369.4K | 0.00% | +735+1.2% | Added |
| Savvy Advisors, Inc. | 62,222 | $374.0K | 0.01% | +62,222 | New |
| Raymond James Financial Inc | 62,438 | $375.3K | 0.00% | +14,827+31.1% | Added |
| Opal Wealth Advisors, LLC | 69,464 | $417.5K | 0.09% | −11,541−14.2% | Reduced |
| Bank of New York Mellon Corp | 70,372 | $422.9K | 0.00% | +70,372 | New |
| Palogic Value Management, L.P. | 72,032 | $429.1K | 0.19% | +18,002+33.3% | Added |
| PFS Partners, LLC | 91,921 | $552.4K | 0.25% | +1,131+1.2% | Added |
| UBS Group AG | 92,518 | $556.0K | 0.00% | −20,275−18.0% | Reduced |
| Bridgewater Advisors Inc. | 92,770 | $571.5K | 0.03% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 100,339 | $603.0K | 0.61% | 00.0% | Unchanged |
| Invesco Ltd. | 103,843 | $624.1K | 0.00% | +426+0.4% | Added |
| Blue Bell Private Wealth Management, LLC | 109,101 | $655.7K | 0.09% | −13,904−11.3% | Reduced |
| Summit Trail Advisors, LLC | 116,872 | $702.4K | 0.01% | +116,872 | New |
| Ackerman Capital Advisors, LLC | 118,997 | $715.2K | 0.15% | −3,254−2.7% | Reduced |
| Nuveen, LLC | 136,099 | $818.0K | 0.00% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 159,401 | $958.0K | 0.07% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 164,932 | $991.2K | 0.34% | −176,159−51.6% | Reduced |
| Park Avenue Securities LLC | 170,174 | $1.02M | 0.01% | −2,911−1.7% | Reduced |
| Capstone Investment Advisors, LLC | 187,555 | $1.13M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 192,076 | $1.15M | 0.00% | −2,049−1.1% | Reduced |
| Lord, Abbett & Co. LLC | 224,958 | $1.35M | 0.00% | +24,958+12.5% | Added |
| Capital Investment Advisors, LLC | 256,343 | $1.54M | 0.02% | −5,245−2.0% | Reduced |
| Fiera Capital Corp | 268,640 | $1.61M | 0.01% | +268,640 | New |
| Morgan Stanley | 281,325 | $1.69M | 0.00% | −81,003−22.4% | Reduced |
| Advisors Asset Management, Inc. | 328,325 | $1.97M | 0.03% | −2,386−0.7% | Reduced |
| Wells Fargo & Company | 407,941 | $2.45M | 0.00% | +3,315+0.8% | Added |
| Van Eck Associates Corp | 416,803 | $2.50M | 0.00% | +47,272+12.8% | Added |
| Robinson Capital Management, LLC | 425,476 | $2.57M | 1.15% | −161,898−27.6% | Reduced |
| LPL Financial LLC | 573,727 | $3.45M | 0.00% | −9,439−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 786,368 | $4.73M | 0.16% | +397,857+102.4% | Added |
| Almitas Capital LLC | 926,301 | $5.57M | 1.26% | 00.0% | Unchanged |
| Karpus Management, Inc. | 940,172 | $5.65M | 0.18% | −11,100−1.2% | Reduced |
| Guggenheim Capital LLC | 1,021,511 | $6.14M | 0.05% | −217,907−17.6% | Reduced |
| Rivernorth Capital Management, LLC | 1,660,357 | $9.98M | 0.50% | +824,765+98.7% | Added |
| Sit Investment Associates Inc | 2,109,800 | $12.7M | 0.26% | +247,419+13.3% | Added |
| Pathstone Holdings, LLC | 3,198,230 | $19.2M | 0.08% | −100,263−3.0% | Reduced |
| Bulldog Investors, LLP | 3,373,942 | $20.3M | 4.56% | +65,851+2.0% | Added |
| Saba Capital Management, L.P. | 5,179,441 | $31.1M | 1.00% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −237,540−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −73,353−100.0% | Sold out |
| Gridiron Partners, LLC | 0 | $0 | 0.00% | −48,891−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −14,254−100.0% | Sold out |
| Plan A Wealth LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,733−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −2,570−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −2,162−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | – | – | – | – | Not filed |