Concurrent Investment Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Concurrent Investment Advisors’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	$190K	Hold	29,014	–	–	﹤0.01%	1963
2026 Q1	$178K	Hold	29,014	–	–	﹤0.01%	1764
2025 Q4	$182K	Hold	29,014	–	–	﹤0.01%	1649
2025 Q3	$175K	Hold	29,014	–	–	﹤0.01%	1376
2025 Q2	$174K	Hold	29,014	–	–	﹤0.01%	1290
2025 Q1	$178K	Buy	29,014 +367	+1%	+$2.27K	﹤0.01%	1144
2024 Q4	$171K	Hold	28,647	–	–	﹤0.01%	1013
2024 Q3	$186K	Buy	28,647 +1,728	+6%	+$11K	0.01%	953
2024 Q2	$167K	Sell	26,919 -971	-3%	-$5.83K	0.01%	897
2024 Q1	$167K	Hold	27,890	–	–	0.01%	825
2023 Q4	$170K	Buy	+27,890	New	+$156K	0.01%	788

Other funds holding PMM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

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

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

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

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

Concurrent Investment Advisors's PMM Position: Q2 2026 in Review

Concurrent Investment Advisors held its Franklin Managed Municipal Income Trust (PMM) position steady in Q2 2026 at 29,014 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

Concurrent Investment Advisors first reported a position in PMM in Q4 2023 and has held it in 11 quarters since. 86 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

Concurrent Investment Advisors held 29,014 shares of Franklin Managed Municipal Income Trust worth $190K as of Q2 2026.
Concurrent Investment Advisors left its Franklin Managed Municipal Income Trust share count unchanged in Q2 2026.
Franklin Managed Municipal Income Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1963 holding.
Concurrent Investment Advisors first reported a position in Franklin Managed Municipal Income Trust in Q4 2023 and has held it in 11 quarters since.
86 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.