UBS Group
RFM

UBS Group’s RiverNorth Flexible Municipal Income Fund RFM Stock Holding History

UBS Group’s Portfolio RFM Stock Details RFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$964K Buy
68,738
+2,791
+4% +$40K ﹤0.01% 5587
2025
Q4 		$921K Sell
65,947
-52,044
-44% -$742K ﹤0.01% 5650
2025
Q3 		$1.71M Sell
117,991
-1,052
-0.9% -$14.7K ﹤0.01% 5108
2025
Q2 		$1.66M Buy
119,043
+39,599
+50% +$558K ﹤0.01% 5003
2025
Q1 		$1.17M Sell
79,444
-1,256
-2% -$19.2K ﹤0.01% 5147
2024
Q4 		$1.2M Sell
80,700
-2,833
-3% -$44.8K ﹤0.01% 5164
2024
Q3 		$1.36M Sell
83,533
-6,007
-7% -$96K ﹤0.01% 4359
2024
Q2 		$1.45M Sell
89,540
-7,760
-8% -$125K ﹤0.01% 4070
2024
Q1 		$1.58M Sell
97,300
-12,409
-11% -$196K ﹤0.01% 4173
2023
Q4 		$1.7M Sell
109,709
-16,336
-13% -$235K ﹤0.01% 3991
2023
Q3 		$1.8M Buy
126,045
+1,998
+2% +$31.2K ﹤0.01% 3541
2023
Q2 		$1.97M Buy
124,047
+7,480
+6% +$115K ﹤0.01% 3539
2023
Q1 		$1.81M Buy
116,567
+10,768
+10% +$172K ﹤0.01% 3538
2022
Q4 		$1.66M Buy
105,799
+22,630
+27% +$357K ﹤0.01% 3577
2022
Q3 		$1.29M Sell
83,169
-18,274
-18% -$310K ﹤0.01% 3528
2022
Q2 		$1.69M Buy
101,443
+20,397
+25% +$352K ﹤0.01% 3288
2022
Q1 		$1.51M Buy
81,046
+18,671
+30% +$376K ﹤0.01% 3710
2021
Q4 		$1.37M Buy
62,375
+3,356
+6% +$77K ﹤0.01% 4107
2021
Q3 		$1.38M Sell
59,019
-573
-1% -$13.8K ﹤0.01% 3900
2021
Q2 		$1.41M Sell
59,592
-19,129
-24% -$448K ﹤0.01% 3886
2021
Q1 		$1.74M Buy
78,721
+6,602
+9% +$145K ﹤0.01% 3704
2020
Q4 		$1.58M Buy
72,119
+4,519
+7% +$94K ﹤0.01% 3623
2020
Q3 		$1.38M Sell
67,600
-41,513
-38% -$839K ﹤0.01% 3405
2020
Q2 		$2.14M Buy
109,113
+108,013
+9,819% +$2.13M ﹤0.01% 2804
2020
Q1 		$22K Buy
+1,100
New +$22K ﹤0.01% 6442

Other funds holding RFM

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group's RFM Position: Q1 2026 in Review

UBS Group increased its RiverNorth Flexible Municipal Income Fund (RFM) stake by 4.2% in Q1 2026, buying an estimated $40K and bringing the position to 68,738 shares worth $964K. The position accounts for ﹤0.01% of the portfolio, ranked #5587.

UBS Group first reported a position in RFM in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.14M in Q2 2020. 27 funds tracked by Wall St. Rank hold RFM as of Q1 2026.

  • UBS Group held 68,738 shares of RiverNorth Flexible Municipal Income Fund worth $964K as of Q1 2026.
  • UBS Group bought 2,791 RiverNorth Flexible Municipal Income Fund shares in Q1 2026, an estimated $40K.
  • RiverNorth Flexible Municipal Income Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5587 holding.
  • UBS Group first reported a position in RiverNorth Flexible Municipal Income Fund in Q1 2020 and has held it in 25 quarters since.
  • UBS Group's RiverNorth Flexible Municipal Income Fund position peaked at $2.14M in Q2 2020.
  • 27 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.