SF
MFM

Summit Financial’s Aberdeen Municipal Income Fund MFM Stock Holding History

Summit Financial’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 		$2.52M Buy
449,141
+393,004
+700% +$2.13M 0.03% 568
2026
Q1 		$303K Buy
56,137
+32
+0.1% +$175 ﹤0.01% 1193
2025
Q4 		$305K Buy
56,105
+32
+0.1% +$172 ﹤0.01% 1082
2025
Q3 		$302K Buy
+56,073
New +$291K ﹤0.01% 1059

Other funds holding MFM

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Bank of America
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 $3.5B AUM 41.95% 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

Summit Financial's MFM Position: Q2 2026 in Review

Summit Financial increased its Aberdeen Municipal Income Fund (MFM) stake by 700% in Q2 2026, buying an estimated $2.13M and bringing the position to 449,141 shares worth $2.52M. The position accounts for 0.03% of the portfolio, ranked #568.

Summit Financial first reported a position in MFM in Q3 2025 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold MFM as of Q2 2026.

  • Summit Financial held 449,141 shares of Aberdeen Municipal Income Fund worth $2.52M as of Q2 2026.
  • Summit Financial bought 393,004 Aberdeen Municipal Income Fund shares in Q2 2026, an estimated $2.13M.
  • Aberdeen Municipal Income Fund made up 0.03% of Summit Financial's portfolio in Q2 2026, its #568 holding.
  • Summit Financial first reported a position in Aberdeen Municipal Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 125 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.