RFM — RIVERNORTH FLEXIBLE MUNI
As of Q2 2026, 3 SEC-registered investment managers reported holding RFM (RIVERNORTH FLEXIBLE MUNI) in their latest 13F filings, with a combined reported value of $4.99M across 337.86K shares. That is +2.5% by share count (+8.22K shares) versus the previous quarter, while reported value moved +8.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
RFM is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Wells Fargo & Co history | Q2 2026 | 144.06K | $2.13M | 0.00% | Hold |
| Morgan Stanley history | Q2 2026 | 124.72K | $1.84M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 69.09K | $1.02M | 0.00% | Add |
| PNC Financial Services history | Q2 2022 | 25.18K | $420.00K | 0.00% | Reduce |
| Citadel Advisors history | Q1 2022 | 11.20K | $208.00K | 0.00% | New |
| Bank of America Corp history | Q3 2022 | 8.47K | $132.00K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q4 2023 | 182 | $2.82K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q4 2021 | 1 | $0 | — | New |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo & Co | 78.14K | 88.64K | 125.59K | 89.29K | 97.04K | 87.07K | 96.42K | 124.64K | 151.39K | 146.11K | 141.75K | 149.95K | 140.77K | 160.26K | 179.31K | 169.10K | 156.65K | 144.46K | 144.56K | 144.06K |
| Morgan Stanley | 28.86K | 30.53K | 39.33K | 50.12K | 64.89K | 57.33K | 56.54K | 66.08K | 68.71K | 47.01K | 55.97K | 73.61K | 77.15K | 80.90K | 91.22K | 107.00K | 138.06K | 196.39K | 116.34K | 124.72K |
| UBS Group AG | 59.02K | 62.38K | 81.05K | 101.44K | 83.17K | 105.80K | 116.57K | 124.05K | 126.05K | 109.71K | 97.30K | 89.54K | 83.53K | 80.70K | 79.44K | 119.04K | 117.99K | 65.95K | 68.74K | 69.09K |
| Citadel Advisors | — | — | 11.20K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | 1 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | 182 | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | — | 10.65K | 12.40K | 8.47K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 34.10K | 34.10K | 34.10K | 25.18K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details