AF
PMM

Allworth Financial’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Allworth Financial’s Portfolio PMM Stock Details PMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$241K Sell
39,197
-2,932
-7% -$18.4K ﹤0.01% 1296
2025
Q4 		$264K Sell
42,129
-3,000
-7% -$18.4K ﹤0.01% 1200
2025
Q3 		$273K Sell
45,129
-58,113
-56% -$345K ﹤0.01% 1144
2025
Q2 		$617K Buy
+103,242
New +$611K ﹤0.01% 773

Other funds holding PMM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Allworth Financial's PMM Position: Q1 2026 in Review

Allworth Financial reduced its Franklin Managed Municipal Income Trust (PMM) stake by 7% in Q1 2026, selling an estimated $18.4K and leaving 39,197 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Allworth Financial first reported a position in PMM in Q2 2025 and has held it in 4 quarters since. The position peaked at $617K in Q2 2025. 90 funds tracked by Wall St. Rank hold PMM as of Q1 2026.

  • Allworth Financial held 39,197 shares of Franklin Managed Municipal Income Trust worth $241K as of Q1 2026.
  • Allworth Financial sold 2,932 Franklin Managed Municipal Income Trust shares in Q1 2026, an estimated $18.4K.
  • Franklin Managed Municipal Income Trust made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1296 holding.
  • Allworth Financial first reported a position in Franklin Managed Municipal Income Trust in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's Franklin Managed Municipal Income Trust position peaked at $617K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.