Pathstone Holdings
CXH

Pathstone Holdings’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Pathstone Holdings’s Portfolio CXH Stock Details CXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$85.1K Hold
10,651
– – ﹤0.01% 2164
2025
Q4 		$84.7K Buy
+10,651
New +$84.7K ﹤0.01% 2171

Other funds holding CXH

BI
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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pathstone Holdings's CXH Position: Q1 2026 in Review

Pathstone Holdings held its MFS Investment Grade Municipal Trust (CXH) position steady in Q1 2026 at 10,651 shares worth $85.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

Pathstone Holdings first reported a position in CXH in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Pathstone Holdings held 10,651 shares of MFS Investment Grade Municipal Trust worth $85.1K as of Q1 2026.
  • Pathstone Holdings left its MFS Investment Grade Municipal Trust share count unchanged in Q1 2026.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of Pathstone Holdings's portfolio in Q1 2026, its #2164 holding.
  • Pathstone Holdings first reported a position in MFS Investment Grade Municipal Trust in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.