Merit Financial Group
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Merit Financial Group’s Western Asset Managed Municipals Fund MMU Stock Holding History

Merit Financial Group’s Portfolio MMU Stock Details MMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$256K Buy
28,669
+477
+2% +$4.75K ﹤0.01% 2033
2026
Q2 		$294K Buy
28,192
+234
+0.8% +$2.4K ﹤0.01% 1825
2026
Q1 		$287K Buy
27,958
+321
+1% +$3.37K ﹤0.01% 1682
2025
Q4 		$289K Buy
27,637
+1,303
+5% +$13.5K ﹤0.01% 1579
2025
Q3 		$272K Sell
26,334
-215
-0.8% -$2.16K ﹤0.01% 1511
2025
Q2 		$263K Buy
26,549
+6,139
+30% +$60.8K ﹤0.01% 1407
2025
Q1 		$210K Buy
+20,410
New +$211K ﹤0.01% 1277

Other funds holding MMU

Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Rareview Capital
Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Westview Investment Advisors
Westview Investment Advisors Burlington, Vermont $207M AUM 20.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
B.A. Schrock Wealth Management
B.A. Schrock Wealth Management Wadsworth, Ohio $274M AUM

Merit Financial Group's MMU Position: Q3 2026 in Review

Merit Financial Group increased its Western Asset Managed Municipals Fund (MMU) stake by 1.7% in Q3 2026, buying an estimated $4.75K and bringing the position to 28,669 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Merit Financial Group first reported a position in MMU in Q1 2025 and has held it in 7 quarters since. The position peaked at $294K in Q2 2026. 68 funds tracked by Wall St. Rank hold MMU as of Q3 2026.

  • Merit Financial Group held 28,669 shares of Western Asset Managed Municipals Fund worth $256K as of Q3 2026.
  • Merit Financial Group bought 477 Western Asset Managed Municipals Fund shares in Q3 2026, an estimated $4.75K.
  • Western Asset Managed Municipals Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2033 holding.
  • Merit Financial Group first reported a position in Western Asset Managed Municipals Fund in Q1 2025 and has held it in 7 quarters since.
  • Merit Financial Group's Western Asset Managed Municipals Fund position peaked at $294K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.