Truist Financial
RMM

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

Truist 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
2025
Q4 		– Sell
-34,348
Closed -$486K – 2843
2025
Q3 		$486K Sell
34,348
-6,583
-16% -$90.5K ﹤0.01% 2053
2025
Q2 		$549K Sell
40,931
-16,572
-29% -$226K ﹤0.01% 1919
2025
Q1 		$823K Buy
57,503
+11,564
+25% +$171K ﹤0.01% 1618
2024
Q4 		$662K Buy
45,939
+9,111
+25% +$141K ﹤0.01% 1739
2024
Q3 		$592K Buy
36,828
+8,328
+29% +$129K ﹤0.01% 1777
2024
Q2 		$435K Buy
28,500
+4,886
+21% +$72.5K ﹤0.01% 2053
2024
Q1 		$354K Buy
23,614
+2
+0% +$30 ﹤0.01% 2204
2023
Q4 		$335K Sell
23,612
-10,348
-30% -$143K ﹤0.01% 2237
2023
Q3 		$466K Sell
33,960
-16,498
-33% -$250K ﹤0.01% 1958
2023
Q2 		$764K Buy
50,458
+3,752
+8% +$57.2K ﹤0.01% 1725
2023
Q1 		$704K Buy
46,706
+2
+0% +$31 ﹤0.01% 1755
2022
Q4 		$673K Buy
46,704
+1,817
+4% +$26.5K ﹤0.01% 1766
2022
Q3 		$656K Buy
44,887
+6,948
+18% +$111K ﹤0.01% 1681
2022
Q2 		$599K Sell
37,939
-8,987
-19% -$144K ﹤0.01% 1798
2022
Q1 		$807K Sell
46,926
-7,696
-14% -$139K ﹤0.01% 1736
2021
Q4 		$1.1M Sell
54,622
-5,795
-10% -$114K ﹤0.01% 1581
2021
Q3 		$1.2M Buy
60,417
+4,881
+9% +$103K ﹤0.01% 1505
2021
Q2 		$1.13M Sell
55,536
-14,668
-21% -$292K ﹤0.01% 1569
2021
Q1 		$1.31M Sell
70,204
-5,547
-7% -$102K ﹤0.01% 1436
2020
Q4 		$1.35M Sell
75,751
-4,875
-6% -$84.1K ﹤0.01% 1338
2020
Q3 		$1.35M Buy
80,626
+8,693
+12% +$150K ﹤0.01% 1239
2020
Q2 		$1.23M Buy
71,933
+26,286
+58% +$449K ﹤0.01% 1212
2020
Q1 		$816K Buy
45,647
+6,113
+15% +$119K ﹤0.01% 1338
2019
Q4 		$765K Buy
+39,534
New +$784K ﹤0.01% 1586

Other funds holding RMM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Truist Financial's RMM Position: Q4 2025 in Review

Truist Financial sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q4 2025, closing a stake of 34,348 shares — an estimated $486K sold.

Truist Financial first reported a position in RMM in Q4 2019 and held it in 24 quarters. The position peaked at $1.35M in Q4 2020. 55 funds tracked by Wall St. Rank hold RMM as of Q4 2025.

  • Truist Financial reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Truist Financial sold 34,348 RiverNorth Managed Duration Municipal Income Fund shares in Q4 2025, an estimated $486K.
  • Truist Financial first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q4 2019 and held it in 24 quarters.
  • Truist Financial's RiverNorth Managed Duration Municipal Income Fund position peaked at $1.35M in Q4 2020.
  • 55 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q4 2025.

Based on Truist Financial's 13F filing for Q4 2025, filed 2 Feb 2026.