BF
PMO

BOK Financial’s Franklin Municipal Opportunities Trust PMO Stock Holding History

BOK Financial’s Portfolio PMO Stock Details PMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,660
Closed -$16.5K – 1355
2024
Q4 		$16.5K Hold
1,660
– – ﹤0.01% 921
2024
Q3 		$17.9K Buy
+1,660
New +$17.4K ﹤0.01% 935

Other funds holding PMO

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

BOK Financial's PMO Position: Q1 2025 in Review

BOK Financial sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2025, closing a stake of 1,660 shares — an estimated $16.5K sold.

BOK Financial first reported a position in PMO in Q3 2024 and held it in 2 quarters. The position peaked at $17.9K in Q3 2024. 81 funds tracked by Wall St. Rank hold PMO as of Q1 2025.

  • BOK Financial reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2025 after selling out during the quarter.
  • BOK Financial sold 1,660 Franklin Municipal Opportunities Trust shares in Q1 2025, an estimated $16.5K.
  • BOK Financial first reported a position in Franklin Municipal Opportunities Trust in Q3 2024 and held it in 2 quarters.
  • BOK Financial's Franklin Municipal Opportunities Trust position peaked at $17.9K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2025.

Based on BOK Financial's 13F filing for Q1 2025, filed 13 May 2025.