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Manager record

Karpus Management, Inc.

Pittsford, NY · CIK 1048703 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$3.48BReported 13F valueQ2 2026 · as filed
233Holdings listed
+8.4%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $3.1B$3.1BQ2 2025199 holdingsQ3 2025: $3.2B$3.2BQ3 2025204 holdingsQ4 2025: $3.3B$3.3BQ4 2025214 holdingsQ1 2026: $3.2B$3.2BQ1 2026231 holdingsQ2 2026: $3.5B$3.5BQ2 2026233 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$3.48B · 233 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$3.21B · 231 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR/A · period Q4 2025

$3.26B · 214 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$489.03M · 100 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$3.16B · 204 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$3.10B · 199 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology