EH
CMU

Equitable Holdings’s MFS High Yield Municipal Trust CMU Stock Holding History

Equitable Holdings’s Portfolio CMU Stock Details CMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$117K Buy
33,335
+611
+2% +$2.18K ﹤0.01% 1643
2025
Q4 		$115K Buy
32,724
+305
+0.9% +$1.06K ﹤0.01% 1534
2025
Q3 		$112K Buy
32,419
+475
+1% +$1.58K ﹤0.01% 1491
2025
Q2 		$106K Buy
31,944
+439
+1% +$1.47K ﹤0.01% 1415
2025
Q1 		$110K Buy
31,505
+512
+2% +$1.81K ﹤0.01% 1293
2024
Q4 		$109K Buy
30,993
+249
+0.8% +$894 ﹤0.01% 1231
2024
Q3 		$113K Buy
30,744
+368
+1% +$1.31K ﹤0.01% 1227
2024
Q2 		$104K Buy
30,376
+489
+2% +$1.62K ﹤0.01% 1173
2024
Q1 		$99.5K Buy
29,887
+316
+1% +$1.04K ﹤0.01% 1127
2023
Q4 		$97.9K Buy
29,571
+215
+0.7% +$663 ﹤0.01% 1098
2023
Q3 		$91.9K Buy
29,356
+289
+1% +$944 ﹤0.01% 1040
2023
Q2 		$93.6K Buy
29,067
+298
+1% +$951 ﹤0.01% 1018
2023
Q1 		$92.3K Buy
+28,769
New +$92.6K ﹤0.01% 960

Other funds holding CMU

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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Equitable Holdings's CMU Position: Q1 2026 in Review

Equitable Holdings increased its MFS High Yield Municipal Trust (CMU) stake by 1.9% in Q1 2026, buying an estimated $2.18K and bringing the position to 33,335 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Equitable Holdings first reported a position in CMU in Q1 2023 and has held it in 13 quarters since. 45 funds tracked by Wall St. Rank hold CMU as of Q1 2026.

  • Equitable Holdings held 33,335 shares of MFS High Yield Municipal Trust worth $117K as of Q1 2026.
  • Equitable Holdings bought 611 MFS High Yield Municipal Trust shares in Q1 2026, an estimated $2.18K.
  • MFS High Yield Municipal Trust made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1643 holding.
  • Equitable Holdings first reported a position in MFS High Yield Municipal Trust in Q1 2023 and has held it in 13 quarters since.
  • 45 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.