SF
MGF

Summit Financial’s Aberdeen Government Markets Income Fund MGF Stock Holding History

Summit Financial’s Portfolio MGF Stock Details MGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.71M Sell
1,263,163
-99,073
-7% -$297K 0.05% 393
2025
Q4 		$4.12M Buy
1,362,236
+57,180
+4% +$175K 0.06% 302
2025
Q3 		$4.07M Sell
1,305,056
-473,697
-27% -$1.46M 0.06% 303
2025
Q2 		$5.55M Buy
+1,778,753
New +$5.48M 0.13% 147

Other funds holding MGF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Summit Financial's MGF Position: Q1 2026 in Review

Summit Financial reduced its Aberdeen Government Markets Income Fund (MGF) stake by 7.3% in Q1 2026, selling an estimated $297K and leaving 1,263,163 shares worth $3.71M. The position accounts for 0.05% of the portfolio, ranked #393.

Summit Financial first reported a position in MGF in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.55M in Q2 2025. 42 funds tracked by Wall St. Rank hold MGF as of Q1 2026.

  • Summit Financial held 1,263,163 shares of Aberdeen Government Markets Income Fund worth $3.71M as of Q1 2026.
  • Summit Financial sold 99,073 Aberdeen Government Markets Income Fund shares in Q1 2026, an estimated $297K.
  • Aberdeen Government Markets Income Fund made up 0.05% of Summit Financial's portfolio in Q1 2026, its #393 holding.
  • Summit Financial first reported a position in Aberdeen Government Markets Income Fund in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial's Aberdeen Government Markets Income Fund position peaked at $5.55M in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Aberdeen Government Markets Income Fund as of Q1 2026.

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