MA
MFM

Montag & Associates’s Aberdeen Municipal Income Fund MFM Stock Holding History

Montag & Associates’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 		$19.6K Buy
+3,487
New +$18.9K ﹤0.01% 688

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

Montag & Associates's MFM Position: Q2 2026 in Review

Montag & Associates opened a new position in Aberdeen Municipal Income Fund (MFM) in Q2 2026: 3,487 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #688 among its holdings.

125 funds tracked by Wall St. Rank hold MFM as of Q2 2026.

  • Montag & Associates held 3,487 shares of Aberdeen Municipal Income Fund worth $19.6K as of Q2 2026.
  • Aberdeen Municipal Income Fund was a new Montag & Associates position in Q2 2026.
  • Aberdeen Municipal Income Fund made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #688 holding.
  • 125 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.