BBPWM
MFM

Blue Bell Private Wealth Management’s Aberdeen Municipal Income Fund MFM Stock Holding History

Blue Bell Private Wealth Management’s Portfolio MFM Stock Details MFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$610K Buy
108,566
+69,995
+181% +$380K 0.08% 164
2026
Q1 		$208K Hold
38,571
– – 0.03% 262
2025
Q4 		$209K Sell
38,571
-1,377
-3% -$7.42K 0.03% 252
2025
Q3 		$215K Buy
39,948
+1,600
+4% +$8.29K 0.03% 242
2025
Q2 		$198K Buy
38,348
+7,334
+24% +$37.7K 0.03% 231
2025
Q1 		$164K Buy
31,014
+887
+3% +$4.82K 0.03% 244
2024
Q4 		$161K Sell
30,127
-1,561
-5% -$8.7K 0.03% 229
2024
Q3 		$181K Buy
31,688
+16,287
+106% +$90.2K 0.03% 221
2024
Q2 		$84.1K Buy
15,401
+2,501
+19% +$13.1K 0.02% 293
2024
Q1 		$69.3K Buy
+12,900
New +$67.8K 0.01% 309

Other funds holding MFM

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Blue Bell Private Wealth Management's MFM Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Aberdeen Municipal Income Fund (MFM) stake by 181% in Q2 2026, buying an estimated $380K and bringing the position to 108,566 shares worth $610K. The position accounts for 0.08% of the portfolio, ranked #164.

Blue Bell Private Wealth Management first reported a position in MFM in Q1 2024 and has held it in 10 quarters since. 125 funds tracked by Wall St. Rank hold MFM as of Q2 2026.

  • Blue Bell Private Wealth Management held 108,566 shares of Aberdeen Municipal Income Fund worth $610K as of Q2 2026.
  • Blue Bell Private Wealth Management bought 69,995 Aberdeen Municipal Income Fund shares in Q2 2026, an estimated $380K.
  • Aberdeen Municipal Income Fund made up 0.08% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Blue Bell Private Wealth Management first reported a position in Aberdeen Municipal Income Fund in Q1 2024 and has held it in 10 quarters since.
  • 125 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.