Larson Financial Group’s MFS High Yield Municipal Trust CMU Stock Holding History

Larson Financial Group’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	$2.95K	Buy	+825	New	+$2.94K	﹤0.01%	2839

Other funds holding CMU

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Larson Financial Group's CMU Position: Q1 2026 in Review

Larson Financial Group opened a new position in MFS High Yield Municipal Trust (CMU) in Q1 2026: 825 shares worth $2.95K. The stake represents ﹤0.01% of the portfolio and ranks #2839 among its holdings.

45 funds tracked by Wall St. Rank hold CMU as of Q1 2026.

Larson Financial Group held 825 shares of MFS High Yield Municipal Trust worth $2.95K as of Q1 2026.
MFS High Yield Municipal Trust was a new Larson Financial Group position in Q1 2026.
MFS High Yield Municipal Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2839 holding.
45 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.