Raymond James Financial
PMM

Raymond James Financial’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Raymond James Financial’s Portfolio PMM Stock Details PMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.32M Buy
1,028,029
+400,979
+64% +$2.51M ﹤0.01% 2407
2025
Q4 		$3.93M Buy
627,050
+78,940
+14% +$484K ﹤0.01% 2696
2025
Q3 		$3.31M Buy
548,110
+21,509
+4% +$128K ﹤0.01% 2779
2025
Q2 		$3.15M Buy
526,601
+55,674
+12% +$329K ﹤0.01% 2722
2025
Q1 		$2.89M Buy
470,927
+15,241
+3% +$94.5K ﹤0.01% 2718
2024
Q4 		$2.72M Buy
+455,686
New +$2.86M ﹤0.01% 2738

Other funds holding PMM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial increased its Franklin Managed Municipal Income Trust (PMM) stake by 64% in Q1 2026, buying an estimated $2.51M and bringing the position to 1,028,029 shares worth $6.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2407.

Raymond James Financial first reported a position in PMM in Q4 2024 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold PMM as of Q1 2026.

  • Raymond James Financial held 1,028,029 shares of Franklin Managed Municipal Income Trust worth $6.32M as of Q1 2026.
  • Raymond James Financial bought 400,979 Franklin Managed Municipal Income Trust shares in Q1 2026, an estimated $2.51M.
  • Franklin Managed Municipal Income Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2407 holding.
  • Raymond James Financial first reported a position in Franklin Managed Municipal Income Trust in Q4 2024 and has held it in 6 quarters since.
  • 90 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2026.

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