True North Advisors 13F: Cuts MUNI Stake by $906K
Key Points
- True North Advisors lowered its position in Muni (MUNI) by 14.7%, cutting 18,226 shares to end with 105,699 shares worth about $5.2 million.
- The filing on October 22, 2026, reflects a quiet quarter for the stock with no additional earnings or analyst updates provided.
- Peer institution Sagespring Wealth Partners also adjusted its holdings in Muni during the same period.
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True North Advisors trimmed its holdings in Muni (MUNI) during the quarter, cutting its stake by 14.7% according to a filing on October 22, 2026.
MUNI
Muni
What Changed in True North Advisors's Muni Position
The firm sold 18,226 shares of Muni during the period, bringing its total down from 123,295 to 105,699 shares. The remaining block of stock carried a reported value of $5,252,183 at the time of the filing.
Other Institutional Activity in Muni
Sagespring Wealth Partners grew its holdings by -38,831 shares, ending with 124,034 shares worth about $6,163,250.
Muni Stock Snapshot
Muni shares recently traded around $50.81 as of October 23, 2026. Institutional adjustments come as the broader market watches the stock's recent trading range.
About Muni
Muni operates within the financial sector, providing investment products and services geared toward municipal debt and related strategies. Institutional portfolio shifts in the stock reflect ongoing reallocation trends among wealth management firms.
Bottom Line
Investors tracking Muni will want to review subsequent SEC filings and upcoming financial reports to gauge further institutional sentiment. No additional analyst coverage or insider transactions were reported for the period.
Related Filing Alerts
Source: True North Advisors's 13F filing on $MUNI (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts