Cohen & Steers
CXH

Cohen & Steers’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Cohen & Steers’s Portfolio CXH Stock Details CXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$120K Hold
15,000
– – ﹤0.01% 403
2025
Q4 		$119K Hold
15,000
– – ﹤0.01% 411
2025
Q3 		$118K Buy
+15,000
New +$114K ﹤0.01% 408

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cohen & Steers's CXH Position: Q1 2026 in Review

Cohen & Steers held its MFS Investment Grade Municipal Trust (CXH) position steady in Q1 2026 at 15,000 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Cohen & Steers first reported a position in CXH in Q3 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Cohen & Steers held 15,000 shares of MFS Investment Grade Municipal Trust worth $120K as of Q1 2026.
  • Cohen & Steers left its MFS Investment Grade Municipal Trust share count unchanged in Q1 2026.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of Cohen & Steers's portfolio in Q1 2026, its #403 holding.
  • Cohen & Steers first reported a position in MFS Investment Grade Municipal Trust in Q3 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on Cohen & Steers's 13F filing for Q1 2026, filed 15 May 2026.