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Farther Finance Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Farther Finance 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
Q3 		$8.15K Buy
1,499
+25
+2% +$155 ﹤0.01% 4740
2026
Q2 		$9.64K Buy
1,474
+20
+1% +$125 ﹤0.01% 4442
2026
Q1 		$8.89K Buy
+1,454
New +$9.11K ﹤0.01% 4187
2025
Q1 		– Sell
-2,500
Closed -$14.9K – 4389
2024
Q4 		$14.9K Sell
2,500
-2,210
-47% -$13.9K ﹤0.01% 2212
2024
Q3 		$30.7K Hold
4,710
– – ﹤0.01% 1889
2024
Q2 		$29K Hold
4,710
– – ﹤0.01% 1636
2024
Q1 		$28.2K Hold
4,710
– – ﹤0.01% 1389
2023
Q4 		$28.6K Sell
4,710
-5,157
-52% -$28.9K ﹤0.01% 1226
2023
Q3 		$54K Buy
9,867
+3,649
+59% +$21.3K 0.01% 748
2023
Q2 		$37.9K Buy
+6,218
New +$37.1K 0.01% 755

Other funds holding PMM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's PMM Position: Q3 2026 in Review

Farther Finance Advisors increased its Franklin Managed Municipal Income Trust (PMM) stake by 1.7% in Q3 2026, buying an estimated $155 and bringing the position to 1,499 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #4740.

Farther Finance Advisors first reported a position in PMM in Q2 2023 and has held it in 10 quarters since. The position peaked at $54K in Q3 2023. 6 funds tracked by Wall St. Rank hold PMM as of Q3 2026.

  • Farther Finance Advisors held 1,499 shares of Franklin Managed Municipal Income Trust worth $8.15K as of Q3 2026.
  • Farther Finance Advisors bought 25 Franklin Managed Municipal Income Trust shares in Q3 2026, an estimated $155.
  • Franklin Managed Municipal Income Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4740 holding.
  • Farther Finance Advisors first reported a position in Franklin Managed Municipal Income Trust in Q2 2023 and has held it in 10 quarters since.
  • Farther Finance Advisors's Franklin Managed Municipal Income Trust position peaked at $54K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.