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, Q2 2026
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Jun 30, 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
- 86
- −1 vs. Q1 2026
- Shares held
- 25.9M
- +298.6K (+1.2%) vs. Q1 2026
- Total value
- $159.0M
- +$5.36M (+3.5%) vs. Q1 2026
- New holders
- 9
- 25 more added
- Sold out
- 10
- 27 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,000 | $6.15K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,447 | $8.90K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,000 | $12.3K | 0.00% | +2,000 | New |
| Harbour Investments, Inc. | 2,700 | $16.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,700 | $16.6K | 0.00% | +2,700 | New |
| Eastern Bank | 3,441 | $21.2K | 0.00% | −1,562−31.2% | Reduced |
| Toronto Dominion Bank | 4,938 | $30.4K | 0.00% | +4,938 | New |
| Smallwood Wealth Investment Management, LLC | 6,460 | $39.7K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,970 | $42.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,000 | $43.0K | 0.00% | +7,000 | New |
| Smith, Moore & Co. | 10,000 | $61.5K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,000 | $61.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Group Inc. | 10,001 | $61.5K | 0.00% | +10,001 | New |
| Shulman DeMeo Asset Management LLC | 10,317 | $63.5K | 0.01% | −130−1.2% | Reduced |
| Mariner, LLC | 11,676 | $71.8K | 0.00% | +85+0.7% | Added |
| Signature Estate & Investment Advisors LLC | 12,057 | $74.2K | 0.00% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 12,100 | $74.4K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,574 | $77.0K | 0.00% | +57+0.5% | Added |
| Bank of Montreal | 12,760 | $78.5K | 0.00% | +12,760 | New |
| Bokf, NA | 12,831 | $78.9K | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 14,309 | $88.0K | 0.00% | +14,309 | New |
| MML Investors Services, LLC | 15,166 | $93.3K | 0.00% | +2,121+16.3% | Added |
| Coastal Investment Advisors, Inc. | 15,247 | $93.8K | 0.03% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 15,847 | $97.5K | 0.03% | +212+1.4% | Added |
| LexAurum Advisors, LLC | 17,234 | $106.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 17,492 | $107.6K | 0.00% | −12,972−42.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 18,502 | $113.8K | 0.05% | +247+1.4% | Added |
| Cetera Investment Advisers | 18,816 | $115.7K | 0.00% | −81−0.4% | Reduced |
| Advisor OS, LLC | 19,994 | $123.0K | 0.01% | +9,130+84.0% | Added |
| Ameriprise Financial Inc | 21,435 | $131.8K | 0.00% | −1,856−8.0% | Reduced |
| Susquehanna International Group, LLP | 21,546 | $132.5K | 0.00% | +633+3.0% | Added |
| Rothschild Investment LLC | 25,000 | $153.8K | 0.01% | +25,000 | New |
| Integrated Capital Management, Inc. | 27,796 | $170.9K | 0.12% | −5,455−16.4% | Reduced |
| Petersen Hastings Wealth Advisors Inc. | 28,930 | $177.9K | 0.01% | 00.0% | Unchanged |
| Pacitti Group Inc. | 29,295 | $180.2K | 0.06% | +73+0.2% | Added |
| Camelot Portfolios, LLC | 30,362 | $186.7K | 0.13% | −5,337−14.9% | Reduced |
| Aviance Capital Partners, LLC | 30,983 | $190.5K | 0.02% | −2,900−8.6% | Reduced |
| Arete Wealth Advisors, LLC | 33,407 | $205.5K | 0.01% | −659−1.9% | Reduced |
| Integrated Wealth Concepts LLC | 33,832 | $208.1K | 0.00% | +28+0.1% | Added |
| Melfa Wealth Management, LLC | 37,728 | $232.0K | 0.13% | −6,383−14.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 38,762 | $238.4K | 0.09% | 00.0% | Unchanged |
| Citadel Advisors LLC | 38,790 | $238.6K | 0.00% | +38,790 | New |
| Geneos Wealth Management Inc. | 42,860 | $263.6K | 0.01% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 43,690 | $268.7K | 0.02% | +15,279+53.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 46,327 | $284.9K | 0.00% | −4,418−8.7% | Reduced |
| Cohen & Steers, Inc. | 50,000 | $308.0K | 0.00% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 59,072 | $363.3K | 0.01% | −3,150−5.1% | Reduced |
| Advisor Group Holdings, Inc. | 60,102 | $369.6K | 0.00% | +37,538+166.4% | Added |
| Stifel Financial Corp | 62,270 | $383.0K | 0.00% | +807+1.3% | Added |
| Raymond James Financial Inc | 63,180 | $388.6K | 0.00% | +742+1.2% | Added |
| Noble Wealth Management PBC | 65,733 | $404.3K | 0.18% | +4,400+7.2% | Added |
| Opal Wealth Advisors, LLC | 71,035 | $436.9K | 0.09% | +1,571+2.3% | Added |
| Palogic Value Management, L.P. | 72,032 | $443.5K | 0.16% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 92,770 | $538.1K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 88,101 | $541.8K | 0.00% | −4,417−4.8% | Reduced |
| Ackerman Capital Advisors, LLC | 91,598 | $563.3K | 0.11% | −27,399−23.0% | Reduced |
| PFS Partners, LLC | 93,163 | $573.0K | 0.23% | +1,242+1.4% | Added |
| Invesco Ltd. | 98,168 | $603.7K | 0.00% | −5,675−5.5% | Reduced |
| Closed-End Fund Advisors, Inc. | 100,339 | $617.1K | 0.60% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 107,584 | $661.6K | 0.08% | −1,517−1.4% | Reduced |
| Summit Trail Advisors, LLC | 112,022 | $688.9K | 0.01% | −4,850−4.1% | Reduced |
| Nuveen, LLC | 136,099 | $837.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 145,899 | $897.3K | 0.00% | +75,527+107.3% | Added |
| Park Avenue Securities LLC | 159,077 | $978.0K | 0.01% | −11,097−6.5% | Reduced |
| 1607 Capital Partners, LLC | 159,401 | $980.3K | 0.09% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 180,248 | $1.11M | 0.00% | −11,828−6.2% | Reduced |
| Capstone Investment Advisors, LLC | 187,555 | $1.15M | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 195,902 | $1.20M | 0.37% | +30,970+18.8% | Added |
| Lord, Abbett & Co. LLC | 224,958 | $1.38M | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 250,343 | $1.54M | 0.02% | −6,000−2.3% | Reduced |
| Fiera Capital Corp | 258,371 | $1.59M | 0.01% | −10,269−3.8% | Reduced |
| Morgan Stanley | 268,067 | $1.65M | 0.00% | −13,258−4.7% | Reduced |
| Van Eck Associates Corp | 423,652 | $2.61M | 0.00% | +6,849+1.6% | Added |
| Wells Fargo & Company | 447,952 | $2.75M | 0.00% | +40,011+9.8% | Added |
| Robinson Capital Management, LLC | 467,193 | $2.88M | 1.27% | +41,717+9.8% | Added |
| LPL Financial LLC | 544,464 | $3.35M | 0.00% | −29,263−5.1% | Reduced |
| Almitas Capital LLC | 757,999 | $4.66M | 1.12% | −168,302−18.2% | Reduced |
| Karpus Management, Inc. | 936,572 | $5.76M | 0.17% | −3,600−0.4% | Reduced |
| Guggenheim Capital LLC | 1,089,623 | $6.70M | 0.04% | +68,112+6.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,476,212 | $9.08M | 0.26% | +689,844+87.7% | Added |
| Rivernorth Capital Management, LLC | 1,920,587 | $11.8M | 0.56% | +260,230+15.7% | Added |
| Sit Investment Associates Inc | 2,241,927 | $13.8M | 0.26% | +132,127+6.3% | Added |
| Pathstone Holdings, LLC | 3,011,573 | $18.5M | 0.05% | −186,657−5.8% | Reduced |
| Bulldog Investors, LLP | 3,065,475 | $18.9M | 4.15% | −308,467−9.1% | Reduced |
| Saba Capital Management, L.P. | 5,179,441 | $31.9M | 0.97% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −328,325−100.0% | Sold out |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −24,031−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,552−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,487−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −8,188−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −6,023−100.0% | Sold out |
| Archetype Wealth Partners | 0 | $0 | 0.00% | −5,046−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −4,758−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Elevated Capital Advisors, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Catalina Capital Group, LLC | – | – | – | – | Not filed |