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Leigh Baldwin & Co’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Leigh Baldwin & Co’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
2025
Q4 		– Sell
-25,814
Closed -$267K – 199
2025
Q3 		$267K Buy
25,814
+302
+1% +$3.01K 0.15% 162
2025
Q2 		$252K Buy
25,512
+292
+1% +$2.88K 0.17% 154
2025
Q1 		$257K Buy
25,220
+337
+1% +$3.51K 0.21% 135
2024
Q4 		$252K Buy
+24,883
New +$262K 0.21% 140

Other funds holding PMO

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Leigh Baldwin & Co's PMO Position: Q4 2025 in Review

Leigh Baldwin & Co sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2025, closing a stake of 25,814 shares — an estimated $267K sold.

Leigh Baldwin & Co first reported a position in PMO in Q4 2024 and held it in 4 quarters. The position peaked at $267K in Q3 2025. 88 funds tracked by Wall St. Rank hold PMO as of Q4 2025.

  • Leigh Baldwin & Co reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2025 after selling out during the quarter.
  • Leigh Baldwin & Co sold 25,814 Franklin Municipal Opportunities Trust shares in Q4 2025, an estimated $267K.
  • Leigh Baldwin & Co first reported a position in Franklin Municipal Opportunities Trust in Q4 2024 and held it in 4 quarters.
  • Leigh Baldwin & Co's Franklin Municipal Opportunities Trust position peaked at $267K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2025.

Based on Leigh Baldwin & Co's 13F filing for Q4 2025, filed 12 Feb 2026.