Atala Financial’s Western Asset Managed Municipals Fund MMU Stock Holding History

Atala Financial’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
2026 Q2	$156K	Hold	15,000	–	–	0.1%	119
2026 Q1	$154K	Buy	+15,000	New	+$157K	0.1%	114
2025 Q4	–	Sell	-3,440	Closed	-$227K	–	127
2025 Q3	$227K	Sell	3,440 -11,560	-77%	-$116K	0.14%	114
2025 Q2	$149K	Sell	15,000 -30,346	-67%	-$301K	0.1%	124
2025 Q1	$467K	Hold	45,346	–	–	0.34%	68
2024 Q4	$463K	Buy	+45,346	New	+$477K	0.32%	69

Other funds holding MMU

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Atala Financial's MMU Position: Q2 2026 in Review

Atala Financial held its Western Asset Managed Municipals Fund (MMU) position steady in Q2 2026 at 15,000 shares worth $156K. The position accounts for 0.1% of the portfolio, ranked #119.

Atala Financial first reported a position in MMU in Q4 2024 and has held it in 6 quarters since. The position peaked at $467K in Q1 2025. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

Atala Financial held 15,000 shares of Western Asset Managed Municipals Fund worth $156K as of Q2 2026.
Atala Financial left its Western Asset Managed Municipals Fund share count unchanged in Q2 2026.
Western Asset Managed Municipals Fund made up 0.1% of Atala Financial's portfolio in Q2 2026, its #119 holding.
Atala Financial first reported a position in Western Asset Managed Municipals Fund in Q4 2024 and has held it in 6 quarters since.
Atala Financial's Western Asset Managed Municipals Fund position peaked at $467K in Q1 2025.
106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.