PFG Investments’s Western Asset Managed Municipals Fund MMU Stock Holding History

PFG Investments’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	$486K	Sell	46,628 -6,790	-13%	-$69.8K	0.02%	683
2026 Q1	$549K	Sell	53,418 -2,319	-4%	-$24.3K	0.03%	559
2025 Q4	$582K	Sell	55,737 -6,966	-11%	-$72.3K	0.03%	516
2025 Q3	$648K	Buy	62,703 +1,381	+2%	+$13.9K	0.03%	470
2025 Q2	$607K	Sell	61,322 -6,629	-10%	-$65.7K	0.04%	461
2025 Q1	$699K	Buy	67,951 +10,438	+18%	+$108K	0.04%	383
2024 Q4	$587K	Buy	57,513 +18,365	+47%	+$193K	0.04%	438
2024 Q3	$424K	Buy	39,148 +27,778	+244%	+$296K	0.03%	563
2024 Q2	$118K	Buy	+11,370	New	+$115K	0.01%	864

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

PFG Investments's MMU Position: Q2 2026 in Review

PFG Investments reduced its Western Asset Managed Municipals Fund (MMU) stake by 13% in Q2 2026, selling an estimated $69.8K and leaving 46,628 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #683.

PFG Investments first reported a position in MMU in Q2 2024 and has held it in 9 quarters since. The position peaked at $699K in Q1 2025. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

PFG Investments held 46,628 shares of Western Asset Managed Municipals Fund worth $486K as of Q2 2026.
PFG Investments sold 6,790 Western Asset Managed Municipals Fund shares in Q2 2026, an estimated $69.8K.
Western Asset Managed Municipals Fund made up 0.02% of PFG Investments's portfolio in Q2 2026, its #683 holding.
PFG Investments first reported a position in Western Asset Managed Municipals Fund in Q2 2024 and has held it in 9 quarters since.
PFG Investments's Western Asset Managed Municipals Fund position peaked at $699K in Q1 2025.
106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.