Albion Financial Group’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Albion Financial Group’s Portfolio MIN Stock Details MIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-631	Closed	-$1.58K	–	721
2026 Q1	$1.58K	Hold	631	–	–	﹤0.01%	591
2025 Q4	$1.65K	Hold	631	–	–	﹤0.01%	559
2025 Q3	$1.69K	Hold	631	–	–	﹤0.01%	541
2025 Q2	$1.71K	Hold	631	–	–	﹤0.01%	485
2025 Q1	$1.7K	Hold	631	–	–	﹤0.01%	491
2024 Q4	$1.68K	Hold	631	–	–	﹤0.01%	565
2024 Q3	$1.72K	Hold	631	–	–	﹤0.01%	435
2024 Q2	$1.68K	Hold	631	–	–	﹤0.01%	438
2024 Q1	$1.68K	Hold	631	–	–	﹤0.01%	423
2023 Q4	$1.69K	Hold	631	–	–	﹤0.01%	402
2023 Q3	$1.69K	Hold	631	–	–	﹤0.01%	391
2023 Q2	$1.73K	Hold	631	–	–	﹤0.01%	389
2023 Q1	$1.75K	Hold	631	–	–	﹤0.01%	376
2022 Q4	$1.74K	Hold	631	–	–	﹤0.01%	389
2022 Q3	$2K	Hold	631	–	–	﹤0.01%	390
2022 Q2	$2K	Hold	631	–	–	﹤0.01%	420
2022 Q1	$2K	Hold	631	–	–	﹤0.01%	476
2021 Q4	$2K	Hold	631	–	–	﹤0.01%	531
2021 Q3	$2K	Hold	631	–	–	﹤0.01%	461
2021 Q2	$2K	Buy	+631	New	+$2.33K	﹤0.01%	455
2020 Q4	$2K	Buy	+631	New	+$2.38K	﹤0.01%	426

Other funds holding MIN

SIA

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

KIM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Albion Financial Group's MIN Position: Q2 2026 in Review

Albion Financial Group sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2026, closing a stake of 631 shares — an estimated $1.58K sold.

Albion Financial Group first reported a position in MIN in Q4 2020 and held it in 21 quarters. The position peaked at $2K in Q3 2022. 81 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

Albion Financial Group reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2026 after selling out during the quarter.
Albion Financial Group sold 631 Aberdeen Intermediate Income Fund shares in Q2 2026, an estimated $1.58K.
Albion Financial Group first reported a position in Aberdeen Intermediate Income Fund in Q4 2020 and held it in 21 quarters.
Albion Financial Group's Aberdeen Intermediate Income Fund position peaked at $2K in Q3 2022.
81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.