AC
MMU

AlphaCore Capital’s Western Asset Managed Municipals Fund MMU Stock Holding History

AlphaCore Capital’s Portfolio MMU Stock Details MMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,001
Closed -$103K – 1442
2025
Q3 		$103K Sell
10,001
-1,550
-13% -$15.6K ﹤0.01% 800
2025
Q2 		$114K Buy
11,551
+186
+2% +$1.84K ﹤0.01% 688
2025
Q1 		$117K Buy
+11,365
New +$118K 0.01% 509

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AlphaCore Capital's MMU Position: Q4 2025 in Review

AlphaCore Capital sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2025, closing a stake of 10,001 shares — an estimated $103K sold.

AlphaCore Capital first reported a position in MMU in Q1 2025 and held it in 3 quarters. The position peaked at $117K in Q1 2025. 116 funds tracked by Wall St. Rank hold MMU as of Q4 2025.

  • AlphaCore Capital reported no remaining Western Asset Managed Municipals Fund position as of Q4 2025 after selling out during the quarter.
  • AlphaCore Capital sold 10,001 Western Asset Managed Municipals Fund shares in Q4 2025, an estimated $103K.
  • AlphaCore Capital first reported a position in Western Asset Managed Municipals Fund in Q1 2025 and held it in 3 quarters.
  • AlphaCore Capital's Western Asset Managed Municipals Fund position peaked at $117K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2025.

Based on AlphaCore Capital's 13F filing for Q4 2025, filed 5 Feb 2026.