Stifel Financial’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Stifel Financial’s Portfolio RMM Stock Details RMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$816K	Sell	59,865 -20,981	-26%	-$296K	﹤0.01%	2570
2025 Q4	$1.1M	Sell	80,846 -117,158	-59%	-$1.64M	﹤0.01%	2379
2025 Q3	$2.8M	Sell	198,004 -67,502	-25%	-$928K	﹤0.01%	1670
2025 Q2	$3.56M	Sell	265,506 -24,054	-8%	-$327K	﹤0.01%	1450
2025 Q1	$4.15M	Sell	289,560 -9,335	-3%	-$138K	﹤0.01%	1292
2024 Q4	$4.31M	Sell	298,895 -30,629	-9%	-$475K	﹤0.01%	1299
2024 Q3	$5.3M	Buy	329,524 +89,861	+37%	+$1.4M	0.01%	1173
2024 Q2	$3.66M	Buy	239,663 +50,627	+27%	+$751K	﹤0.01%	1313
2024 Q1	$2.83M	Buy	189,036 +10,344	+6%	+$155K	﹤0.01%	1488
2023 Q4	$2.53M	Buy	178,692 +6,506	+4%	+$90K	﹤0.01%	1503
2023 Q3	$2.36M	Buy	172,186 +23,101	+15%	+$350K	﹤0.01%	1478
2023 Q2	$2.26M	Buy	149,085 +39,455	+36%	+$601K	﹤0.01%	1548
2023 Q1	$1.65M	Sell	109,630 -3,189	-3%	-$49.5K	﹤0.01%	1705
2022 Q4	$1.62M	Sell	112,819 -41,934	-27%	-$611K	﹤0.01%	1676
2022 Q3	$2.26M	Sell	154,753 -4,051	-3%	-$65K	﹤0.01%	1382
2022 Q2	$2.51M	Buy	158,804 +1,100	+0.7%	+$17.6K	﹤0.01%	1359
2022 Q1	$2.71M	Buy	157,704 +37,810	+32%	+$684K	﹤0.01%	1424
2021 Q4	$2.42M	Buy	119,894 +3,017	+3%	+$59.5K	﹤0.01%	1475
2021 Q3	$2.32M	Sell	116,877 -2,148	-2%	-$45.2K	﹤0.01%	1486
2021 Q2	$2.41M	Sell	119,025 -5,652	-5%	-$113K	﹤0.01%	1478
2021 Q1	$2.32M	Sell	124,677 -4,112	-3%	-$75.9K	﹤0.01%	1427
2020 Q4	$2.29M	Buy	128,789 +19,573	+18%	+$338K	﹤0.01%	1304
2020 Q3	$1.82M	Buy	109,216 +61	+0.1%	+$1.05K	﹤0.01%	1265
2020 Q2	$1.87M	Buy	109,155 +17,210	+19%	+$294K	﹤0.01%	1194
2020 Q1	$1.64M	Buy	91,945 +57,240	+165%	+$1.11M	﹤0.01%	1146
2019 Q4	$673K	Buy	34,705 +5,474	+19%	+$109K	﹤0.01%	2079
2019 Q3	$586K	Buy	+29,231	New	+$591K	﹤0.01%	2085

Other funds holding RMM

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

Stifel Financial's RMM Position: Q1 2026 in Review

Stifel Financial reduced its RiverNorth Managed Duration Municipal Income Fund (RMM) stake by 26% in Q1 2026, selling an estimated $296K and leaving 59,865 shares worth $816K. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

Stifel Financial first reported a position in RMM in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.3M in Q3 2024. 50 funds tracked by Wall St. Rank hold RMM as of Q1 2026.

Stifel Financial held 59,865 shares of RiverNorth Managed Duration Municipal Income Fund worth $816K as of Q1 2026.
Stifel Financial sold 20,981 RiverNorth Managed Duration Municipal Income Fund shares in Q1 2026, an estimated $296K.
RiverNorth Managed Duration Municipal Income Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2570 holding.
Stifel Financial first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q3 2019 and has held it in 27 quarters since.
Stifel Financial's RiverNorth Managed Duration Municipal Income Fund position peaked at $5.3M in Q3 2024.
50 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.