Raymond James Financial
CMU

Raymond James Financial’s MFS High Yield Municipal Trust CMU Stock Holding History

Raymond James Financial’s Portfolio CMU Stock Details CMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$157K Sell
43,988
-4,229
-9% -$15.1K ﹤0.01% 4936
2025
Q4 		$169K Sell
48,217
-46
-0.1% -$161 ﹤0.01% 4828
2025
Q3 		$167K Buy
48,263
+1,504
+3% +$5.01K ﹤0.01% 4664
2025
Q2 		$156K Sell
46,759
-46
-0.1% -$154 ﹤0.01% 4644
2025
Q1 		$163K Sell
46,805
-325
-0.7% -$1.15K ﹤0.01% 4468
2024
Q4 		$166K Buy
+47,130
New +$169K ﹤0.01% 4448

Other funds holding CMU

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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial's CMU Position: Q1 2026 in Review

Raymond James Financial reduced its MFS High Yield Municipal Trust (CMU) stake by 8.8% in Q1 2026, selling an estimated $15.1K and leaving 43,988 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #4936.

Raymond James Financial first reported a position in CMU in Q4 2024 and has held it in 6 quarters since. The position peaked at $169K in Q4 2025. 45 funds tracked by Wall St. Rank hold CMU as of Q1 2026.

  • Raymond James Financial held 43,988 shares of MFS High Yield Municipal Trust worth $157K as of Q1 2026.
  • Raymond James Financial sold 4,229 MFS High Yield Municipal Trust shares in Q1 2026, an estimated $15.1K.
  • MFS High Yield Municipal Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4936 holding.
  • Raymond James Financial first reported a position in MFS High Yield Municipal Trust in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's MFS High Yield Municipal Trust position peaked at $169K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.