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Steward Partners Investment Advisory’s Aberdeen Municipal Income Fund MFM Stock Holding History

Steward Partners Investment Advisory’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 		$13.3K Sell
2,361
-48,494
-95% -$263K ﹤0.01% 3593
2026
Q1 		$274K Sell
50,855
-4,980
-9% -$27.2K ﹤0.01% 1844
2025
Q4 		$303K Hold
55,835
– – ﹤0.01% 1707
2025
Q3 		$301K Buy
+55,835
New +$289K ﹤0.01% 1651

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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 $3.42B AUM 25.82% 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

Steward Partners Investment Advisory's MFM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Aberdeen Municipal Income Fund (MFM) stake by 95% in Q2 2026, selling an estimated $263K and leaving 2,361 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3593.

Steward Partners Investment Advisory first reported a position in MFM in Q3 2025 and has held it in 4 quarters since. The position peaked at $303K in Q4 2025. 126 funds tracked by Wall St. Rank hold MFM as of Q2 2026.

  • Steward Partners Investment Advisory held 2,361 shares of Aberdeen Municipal Income Fund worth $13.3K as of Q2 2026.
  • Steward Partners Investment Advisory sold 48,494 Aberdeen Municipal Income Fund shares in Q2 2026, an estimated $263K.
  • Aberdeen Municipal Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3593 holding.
  • Steward Partners Investment Advisory first reported a position in Aberdeen Municipal Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Aberdeen Municipal Income Fund position peaked at $303K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.