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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Merit Financial Group's MMU Position: Q2 2026 in Review

Merit Financial Group increased its Western Asset Managed Municipals Fund (MMU) stake by 0.84% in Q2 2026, buying an estimated $2.4K and bringing the position to 28,192 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Merit Financial Group first reported a position in MMU in Q1 2025 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

Merit Financial Group held 28,192 shares of Western Asset Managed Municipals Fund worth $294K as of Q2 2026.
Merit Financial Group bought 234 Western Asset Managed Municipals Fund shares in Q2 2026, an estimated $2.4K.
Western Asset Managed Municipals Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1825 holding.
Merit Financial Group first reported a position in Western Asset Managed Municipals Fund in Q1 2025 and has held it in 6 quarters since.
106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.