CAL
PMM

Capital Analysts LLC’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Capital Analysts LLC’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
2025
Q4 		– Sell
-1,078
Closed -$7K – 1497
2025
Q3 		$7K Buy
1,078
+14
+1% +$83 ﹤0.01% 1266
2025
Q2 		$6K Buy
1,064
+5
+0.5% +$30 ﹤0.01% 1227
2025
Q1 		$6K Hold
1,059
– – ﹤0.01% 1202
2024
Q4 		$6K Hold
1,059
– – ﹤0.01% 1139
2024
Q3 		$7K Hold
1,059
– – ﹤0.01% 1089
2024
Q2 		$7K Hold
1,059
– – ﹤0.01% 1006
2024
Q1 		$6K Hold
1,059
– – ﹤0.01% 973
2023
Q4 		$6K Buy
+1,059
New +$5.93K ﹤0.01% 948

Other funds holding PMM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Capital Analysts LLC's PMM Position: Q4 2025 in Review

Capital Analysts LLC sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2025, closing a stake of 1,078 shares — an estimated $7K sold.

Capital Analysts LLC first reported a position in PMM in Q4 2023 and held it in 8 quarters. The position peaked at $7K in Q3 2025. 89 funds tracked by Wall St. Rank hold PMM as of Q4 2025.

  • Capital Analysts LLC reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 1,078 Franklin Managed Municipal Income Trust shares in Q4 2025, an estimated $7K.
  • Capital Analysts LLC first reported a position in Franklin Managed Municipal Income Trust in Q4 2023 and held it in 8 quarters.
  • Capital Analysts LLC's Franklin Managed Municipal Income Trust position peaked at $7K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2025.

Based on Capital Analysts LLC's 13F filing for Q4 2025, filed 11 Feb 2026.