CSP
MIN

Cary Street Partners’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Cary Street Partners’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 		$63.9K Hold
25,875
– – ﹤0.01% 1032
2026
Q1 		$64.9K Hold
25,875
– – ﹤0.01% 923
2025
Q4 		$67.5K Sell
25,875
-9,925
-28% -$26.2K ﹤0.01% 921
2025
Q3 		$95.9K Hold
35,800
– – ﹤0.01% 864
2025
Q2 		$97K Hold
35,800
– – ﹤0.01% 842
2025
Q1 		$96.3K Hold
35,800
– – ﹤0.01% 809
2024
Q4 		$95.2K Buy
+35,800
New +$96.9K ﹤0.01% 785

Other funds holding MIN

DI
Decision Investments San Diego, California $110M AUM
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Cary Street Partners's MIN Position: Q2 2026 in Review

Cary Street Partners held its Aberdeen Intermediate Income Fund (MIN) position steady in Q2 2026 at 25,875 shares worth $63.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Cary Street Partners first reported a position in MIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $97K in Q2 2025. 10 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

  • Cary Street Partners held 25,875 shares of Aberdeen Intermediate Income Fund worth $63.9K as of Q2 2026.
  • Cary Street Partners left its Aberdeen Intermediate Income Fund share count unchanged in Q2 2026.
  • Aberdeen Intermediate Income Fund made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #1032 holding.
  • Cary Street Partners first reported a position in Aberdeen Intermediate Income Fund in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Aberdeen Intermediate Income Fund position peaked at $97K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.