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
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 $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 0.66% 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 $2.73B AUM 2.13% 1-Year Est. Return

Summit Financial's MFM Position: Q1 2026 in Review

Summit Financial increased its Aberdeen Municipal Income Fund (MFM) stake by 0.06% in Q1 2026, buying an estimated $175 and bringing the position to 56,137 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Summit Financial first reported a position in MFM in Q3 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 83 funds tracked by Wall St. Rank hold MFM as of Q1 2026.

  • Summit Financial held 56,137 shares of Aberdeen Municipal Income Fund worth $303K as of Q1 2026.
  • Summit Financial bought 32 Aberdeen Municipal Income Fund shares in Q1 2026, an estimated $175.
  • Aberdeen Municipal Income Fund made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1193 holding.
  • Summit Financial first reported a position in Aberdeen Municipal Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Aberdeen Municipal Income Fund position peaked at $305K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.