SI
MIN

Stephens Inc’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Stephens Inc’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
Q1 		$322K Buy
128,255
+4,000
+3% +$10.3K ﹤0.01% 1011
2025
Q4 		$324K Buy
124,255
+4,000
+3% +$10.5K ﹤0.01% 1007
2025
Q3 		$322K Buy
120,255
+16,500
+16% +$44.2K ﹤0.01% 1015
2025
Q2 		$281K Sell
103,755
-12,000
-10% -$32.1K ﹤0.01% 1038
2025
Q1 		$311K Sell
115,755
-3,800
-3% -$10.2K ﹤0.01% 976
2024
Q4 		$318K Buy
119,555
+4,000
+3% +$10.8K ﹤0.01% 994
2024
Q3 		$314K Hold
115,555
– – ﹤0.01% 1003
2024
Q2 		$307K Buy
115,555
+1,500
+1% +$3.93K ﹤0.01% 996
2024
Q1 		$303K Sell
114,055
-14,000
-11% -$38.2K ﹤0.01% 1003
2023
Q4 		$343K Sell
128,055
-2,500
-2% -$6.67K 0.01% 888
2023
Q3 		$350K Sell
130,555
-1,000
-0.8% -$2.72K 0.01% 855
2023
Q2 		$360K Buy
131,555
+1,250
+1% +$3.48K 0.01% 858
2023
Q1 		$361K Hold
130,305
– – 0.01% 815
2022
Q4 		$360K Buy
130,305
+10,000
+8% +$27.9K 0.01% 805
2022
Q3 		$338K Buy
120,305
+30,000
+33% +$87.6K 0.01% 850
2022
Q2 		$268K Hold
90,305
– – 0.01% 962
2022
Q1 		$284K Buy
90,305
+16,000
+22% +$52.8K ﹤0.01% 1034
2021
Q4 		$267K Buy
74,305
+3,000
+4% +$10.8K ﹤0.01% 1093
2021
Q3 		$258K Hold
71,305
– – ﹤0.01% 1104
2021
Q2 		$267K Hold
71,305
– – ﹤0.01% 1087
2021
Q1 		$265K Buy
71,305
+1,000
+1% +$3.75K ﹤0.01% 1056
2020
Q4 		$268K Buy
70,305
+2,340
+3% +$8.82K ﹤0.01% 977
2020
Q3 		$254K Buy
67,965
+6,500
+11% +$24.9K 0.01% 940
2020
Q2 		$227K Buy
61,465
+4,260
+7% +$16K ﹤0.01% 930
2020
Q1 		$206K Buy
57,205
+12,500
+28% +$46.8K 0.01% 883
2019
Q4 		$170K Buy
44,705
+5,500
+14% +$20.8K ﹤0.01% 1024
2019
Q3 		$150K Buy
39,205
+1,100
+3% +$4.2K ﹤0.01% 1071
2019
Q2 		$147K Sell
38,105
-800
-2% -$3.02K ﹤0.01% 1105
2019
Q1 		$148K Buy
38,905
+3,000
+8% +$11.2K ﹤0.01% 1094
2018
Q4 		$132K Buy
35,905
+1,000
+3% +$3.69K ﹤0.01% 1032
2018
Q3 		$131K Hold
34,905
– – ﹤0.01% 1098
2018
Q2 		$135K Buy
+34,905
New +$135K ﹤0.01% 834

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Stephens Inc's MIN Position: Q1 2026 in Review

Stephens Inc increased its Aberdeen Intermediate Income Fund (MIN) stake by 3.2% in Q1 2026, buying an estimated $10.3K and bringing the position to 128,255 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Stephens Inc first reported a position in MIN in Q2 2018 and has held it in 32 quarters since. The position peaked at $361K in Q1 2023. 84 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

  • Stephens Inc held 128,255 shares of Aberdeen Intermediate Income Fund worth $322K as of Q1 2026.
  • Stephens Inc bought 4,000 Aberdeen Intermediate Income Fund shares in Q1 2026, an estimated $10.3K.
  • Aberdeen Intermediate Income Fund made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1011 holding.
  • Stephens Inc first reported a position in Aberdeen Intermediate Income Fund in Q2 2018 and has held it in 32 quarters since.
  • Stephens Inc's Aberdeen Intermediate Income Fund position peaked at $361K in Q1 2023.
  • 84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.