SPIA
MFM

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
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

Other funds holding MFM

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Steward Partners Investment Advisory's MFM Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Aberdeen Municipal Income Fund (MFM) stake by 8.9% in Q1 2026, selling an estimated $27.2K and leaving 50,855 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Steward Partners Investment Advisory first reported a position in MFM in Q3 2025 and has held it in 3 quarters since. The position peaked at $303K in Q4 2025. 83 funds tracked by Wall St. Rank hold MFM as of Q1 2026.

  • Steward Partners Investment Advisory held 50,855 shares of Aberdeen Municipal Income Fund worth $274K as of Q1 2026.
  • Steward Partners Investment Advisory sold 4,980 Aberdeen Municipal Income Fund shares in Q1 2026, an estimated $27.2K.
  • Aberdeen Municipal Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1844 holding.
  • Steward Partners Investment Advisory first reported a position in Aberdeen Municipal Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Aberdeen Municipal Income Fund position peaked at $303K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.