Regal Investment Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Regal Investment Advisors’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 Q2	$89K	Hold	13,606	–	–	﹤0.01%	641
2026 Q1	$83.7K	Hold	13,606	–	–	﹤0.01%	647
2025 Q4	$85.3K	Hold	13,606	–	–	0.01%	573
2025 Q3	$82.2K	Hold	13,606	–	–	0.01%	508
2025 Q2	$81.4K	Hold	13,606	–	–	0.01%	471
2025 Q1	$83.4K	Hold	13,606	–	–	0.01%	449
2024 Q4	$81.2K	Hold	13,606	–	–	0.01%	458
2024 Q3	$88.6K	Hold	13,606	–	–	0.01%	491
2024 Q2	$84.4K	Hold	13,606	–	–	0.01%	560
2024 Q1	$81.5K	Hold	13,606	–	–	0.01%	567
2023 Q4	$82.7K	Hold	13,606	–	–	0.01%	525
2023 Q3	$74.4K	Hold	13,606	–	–	0.01%	482
2023 Q2	$82.9K	Buy	+13,606	New	+$81.1K	0.01%	495

Other funds holding PMM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Regal Investment Advisors's PMM Position: Q2 2026 in Review

Regal Investment Advisors held its Franklin Managed Municipal Income Trust (PMM) position steady in Q2 2026 at 13,606 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Regal Investment Advisors first reported a position in PMM in Q2 2023 and has held it in 13 quarters since. 86 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

Regal Investment Advisors held 13,606 shares of Franklin Managed Municipal Income Trust worth $89K as of Q2 2026.
Regal Investment Advisors left its Franklin Managed Municipal Income Trust share count unchanged in Q2 2026.
Franklin Managed Municipal Income Trust made up ﹤0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #641 holding.
Regal Investment Advisors first reported a position in Franklin Managed Municipal Income Trust in Q2 2023 and has held it in 13 quarters since.
86 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.