CFSG
PMM

Community Financial Services Group’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Community Financial Services Group’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
Q2 		$3.73K Hold
570
– – ﹤0.01% 449
2026
Q1 		$3.48K Buy
+570
New +$3.57K ﹤0.01% 387

Other funds holding PMM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Community Financial Services Group's PMM Position: Q2 2026 in Review

Community Financial Services Group held its Franklin Managed Municipal Income Trust (PMM) position steady in Q2 2026 at 570 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Community Financial Services Group first reported a position in PMM in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

  • Community Financial Services Group held 570 shares of Franklin Managed Municipal Income Trust worth $3.73K as of Q2 2026.
  • Community Financial Services Group left its Franklin Managed Municipal Income Trust share count unchanged in Q2 2026.
  • Franklin Managed Municipal Income Trust made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #449 holding.
  • Community Financial Services Group first reported a position in Franklin Managed Municipal Income Trust in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.