West Branch Capital’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

West Branch Capital’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
2026 Q3	$6.27K	Hold	500	–	–	﹤0.01%	290
2026 Q2	$7.39K	Hold	500	–	–	﹤0.01%	256
2026 Q1	$6.82K	Hold	500	–	–	﹤0.01%	256
2025 Q4	$6.8K	Hold	500	–	–	﹤0.01%	293
2025 Q3	$7.07K	Hold	500	–	–	﹤0.01%	309
2025 Q2	$6.7K	Hold	500	–	–	﹤0.01%	311
2025 Q1	$7.16K	Sell	500 -1,000	-67%	-$14.8K	﹤0.01%	318
2024 Q4	$21.6K	Buy	1,500 +1,000	+200%	+$15.5K	0.01%	216
2024 Q3	$8.04K	Hold	500	–	–	﹤0.01%	293
2024 Q2	$7.63K	Hold	500	–	–	﹤0.01%	295
2024 Q1	$7.48K	Hold	500	–	–	﹤0.01%	299
2023 Q4	$7.09K	Hold	500	–	–	﹤0.01%	307
2023 Q3	$6.86K	Hold	500	–	–	﹤0.01%	309
2023 Q2	$7.57K	Hold	500	–	–	﹤0.01%	304
2023 Q1	$7.54K	Hold	500	–	–	﹤0.01%	311
2022 Q4	$7.2K	Buy	+500	New	+$7.28K	﹤0.01%	310

Other funds holding RMM

ProVise Management Group Clearwater, Florida $1.46B AUM 15.62% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

River Street Advisors Aurora, Illinois $324M AUM 20.08% 1-Year Est. Return

West Branch Capital's RMM Position: Q3 2026 in Review

West Branch Capital held its RiverNorth Managed Duration Municipal Income Fund (RMM) position steady in Q3 2026 at 500 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

West Branch Capital first reported a position in RMM in Q4 2022 and has held it in 16 quarters since. The position peaked at $21.6K in Q4 2024. 24 funds tracked by Wall St. Rank hold RMM as of Q3 2026.

West Branch Capital held 500 shares of RiverNorth Managed Duration Municipal Income Fund worth $6.27K as of Q3 2026.
West Branch Capital left its RiverNorth Managed Duration Municipal Income Fund share count unchanged in Q3 2026.
RiverNorth Managed Duration Municipal Income Fund made up ﹤0.01% of West Branch Capital's portfolio in Q3 2026, its #290 holding.
West Branch Capital first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q4 2022 and has held it in 16 quarters since.
West Branch Capital's RiverNorth Managed Duration Municipal Income Fund position peaked at $21.6K in Q4 2024.
24 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q3 2026.

Based on West Branch Capital's 13F filing for Q3 2026, filed 20 Oct 2026.