SPIA
VFL

Steward Partners Investment Advisory’s abrdn National Municipal Income Fund VFL Stock Holding History

Steward Partners Investment Advisory’s Portfolio VFL Stock Details VFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$257K Sell
25,766
-4,135
-14% -$42.3K ﹤0.01% 1894
2025
Q4 		$307K Sell
29,901
-69
-0.2% -$703 ﹤0.01% 1697
2025
Q3 		$307K Buy
+29,970
New +$293K ﹤0.01% 1641
2021
Q2 		– Sell
-1,365
Closed -$17.9K – 7419
2021
Q1 		$17.9K Buy
+1,365
New +$18K ﹤0.01% 2527

Other funds holding VFL

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM

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

Steward Partners Investment Advisory reduced its abrdn National Municipal Income Fund (VFL) stake by 14% in Q1 2026, selling an estimated $42.3K and leaving 25,766 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Steward Partners Investment Advisory first reported a position in VFL in Q1 2021 and has held it in 4 quarters since. The position peaked at $307K in Q3 2025. 54 funds tracked by Wall St. Rank hold VFL as of Q1 2026.

  • Steward Partners Investment Advisory held 25,766 shares of abrdn National Municipal Income Fund worth $257K as of Q1 2026.
  • Steward Partners Investment Advisory sold 4,135 abrdn National Municipal Income Fund shares in Q1 2026, an estimated $42.3K.
  • abrdn National Municipal Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1894 holding.
  • Steward Partners Investment Advisory first reported a position in abrdn National Municipal Income Fund in Q1 2021 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's abrdn National Municipal Income Fund position peaked at $307K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q1 2026.

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