Burford Brothers’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Burford Brothers’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	–	Sell	-25,850	Closed	-$162K	–	185
2025 Q4	$162K	Hold	25,850	–	–	0.07%	167
2025 Q3	$156K	Hold	25,850	–	–	0.07%	159
2025 Q2	$155K	Hold	25,850	–	–	0.07%	155
2025 Q1	$158K	Hold	25,850	–	–	0.08%	153
2024 Q4	$154K	Hold	25,850	–	–	0.08%	150
2024 Q3	$168K	Hold	25,850	–	–	0.09%	152
2024 Q2	$160K	Hold	25,850	–	–	0.09%	148
2024 Q1	$155K	Hold	25,850	–	–	0.1%	146
2023 Q4	$157K	Buy	+25,850	New	+$145K	0.11%	146

Other funds holding PMM

HWAM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Burford Brothers's PMM Position: Q1 2026 in Review

Burford Brothers sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2026, closing a stake of 25,850 shares — an estimated $162K sold.

Burford Brothers first reported a position in PMM in Q4 2023 and held it in 9 quarters. The position peaked at $168K in Q3 2024. 90 funds tracked by Wall St. Rank hold PMM as of Q1 2026.

Burford Brothers reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Burford Brothers sold 25,850 Franklin Managed Municipal Income Trust shares in Q1 2026, an estimated $162K.
Burford Brothers first reported a position in Franklin Managed Municipal Income Trust in Q4 2023 and held it in 9 quarters.
Burford Brothers's Franklin Managed Municipal Income Trust position peaked at $168K in Q3 2024.
90 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.