BBPWM
RFM

Blue Bell Private Wealth Management’s RiverNorth Flexible Municipal Income Fund RFM Stock Holding History

Blue Bell Private Wealth Management’s Portfolio RFM Stock Details RFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.39K Hold
500
– – ﹤0.01% 598
2026
Q1 		$7.01K Hold
500
– – ﹤0.01% 597
2025
Q4 		$6.99K Hold
500
– – ﹤0.01% 587
2025
Q3 		$7.23K Buy
+500
New +$7.01K ﹤0.01% 570

Other funds holding RFM

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM

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

Blue Bell Private Wealth Management held its RiverNorth Flexible Municipal Income Fund (RFM) position steady in Q2 2026 at 500 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Blue Bell Private Wealth Management first reported a position in RFM in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold RFM as of Q2 2026.

  • Blue Bell Private Wealth Management held 500 shares of RiverNorth Flexible Municipal Income Fund worth $7.39K as of Q2 2026.
  • Blue Bell Private Wealth Management left its RiverNorth Flexible Municipal Income Fund share count unchanged in Q2 2026.
  • RiverNorth Flexible Municipal Income Fund made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #598 holding.
  • Blue Bell Private Wealth Management first reported a position in RiverNorth Flexible Municipal Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund as of Q2 2026.

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