Pinnacle Wealth Planning Services’s Western Asset Managed Municipals Fund MMU Stock Holding History

Pinnacle Wealth Planning Services’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	$96.6K	Buy	9,272 +370	+4%	+$3.8K	0.01%	892
2026 Q1	$91.5K	Buy	8,902 +448	+5%	+$4.7K	0.01%	849
2025 Q4	$88.3K	Buy	+8,454	New	+$87.8K	0.01%	848
2021 Q1	–	Sell	-1,025	Closed	-$13K	–	1315
2020 Q4	$13K	Buy	+1,025	New	+$12.8K	﹤0.01%	1311

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

Pinnacle Wealth Planning Services's MMU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Western Asset Managed Municipals Fund (MMU) stake by 4.2% in Q2 2026, buying an estimated $3.8K and bringing the position to 9,272 shares worth $96.6K. The position accounts for 0.01% of the portfolio, ranked #892.

Pinnacle Wealth Planning Services first reported a position in MMU in Q4 2020 and has held it in 4 quarters since. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

Pinnacle Wealth Planning Services held 9,272 shares of Western Asset Managed Municipals Fund worth $96.6K as of Q2 2026.
Pinnacle Wealth Planning Services bought 370 Western Asset Managed Municipals Fund shares in Q2 2026, an estimated $3.8K.
Western Asset Managed Municipals Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #892 holding.
Pinnacle Wealth Planning Services first reported a position in Western Asset Managed Municipals Fund in Q4 2020 and has held it in 4 quarters since.
106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.