SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in DSM — Bny Mellon Strategic Municipal Bond Fund, Inc.
CIK 1079935
LOS ANGELES, CA
Position in DSM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$74,150
+$1,688 QoQ
Shares Held
12,057
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 86 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DSM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $21,444,105 across 12 Asset Management names. DSM ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
17,621 | $16,943,648 | |
| 2 | BX |
Blackstone Inc.
|
10,267 | $1,208,117 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
45,582 | $761,218 | |
| 4 | MHD |
Blackrock Muniholdings Fund, Inc.
|
48,961 | $582,635 | |
| 5 | CRBG |
Corebridge Financial, Inc.
|
17,680 | $506,178 | |
| 6 | KKR |
KKR & Co. Inc.
|
3,570 | $327,653 | |
| 7 | NZF |
Nuveen Municipal Credit Income Fund
|
23,692 | $300,414 | |
| 8 | ARCC |
Ares Capital Corp
|
12,825 | $237,647 |
All Filings in DSM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,150 | 12,057 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $72,462 | 12,057 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $74,391 | 12,057 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $71,377 | 12,057 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $58,839 | 10,507 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $70,971 | 12,300 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $81,572 | 14,040 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $98,234 | 15,768 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $93,661 | 15,768 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||