CFSG
PMO

Community Financial Services Group’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Community Financial Services Group’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
2026
Q2 		$10K Hold
935
– – ﹤0.01% 380
2026
Q1 		$9.58K Buy
+935
New +$9.89K ﹤0.01% 326

Other funds holding PMO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

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

Community Financial Services Group held its Franklin Municipal Opportunities Trust (PMO) position steady in Q2 2026 at 935 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Community Financial Services Group first reported a position in PMO in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

  • Community Financial Services Group held 935 shares of Franklin Municipal Opportunities Trust worth $10K as of Q2 2026.
  • Community Financial Services Group left its Franklin Municipal Opportunities Trust share count unchanged in Q2 2026.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #380 holding.
  • Community Financial Services Group first reported a position in Franklin Municipal Opportunities Trust in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

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