Riverbridge Partners’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Riverbridge Partners’s Portfolio PMO Stock Details PMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$609K	Sell	57,807 -19,035	-25%	-$199K	0.02%	161
2026 Q1	$791K	Sell	76,842 -41,388	-35%	-$438K	0.02%	153
2025 Q4	$1.27M	Buy	118,230 +41,190	+53%	+$428K	0.02%	145
2025 Q3	$796K	Buy	77,040 +2,074	+3%	+$20.7K	0.01%	143
2025 Q2	$741K	Buy	74,966 +3,101	+4%	+$30.5K	0.01%	139
2025 Q1	$732K	Buy	71,865 +6,247	+10%	+$65.1K	0.01%	136
2024 Q4	$665K	Sell	65,618 -1,181	-2%	-$12.4K	0.01%	135
2024 Q3	$728K	Buy	+66,799	New	+$700K	0.01%	131

Other funds holding PMO

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Riverbridge Partners's PMO Position: Q2 2026 in Review

Riverbridge Partners reduced its Franklin Municipal Opportunities Trust (PMO) stake by 25% in Q2 2026, selling an estimated $199K and leaving 57,807 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #161.

Riverbridge Partners first reported a position in PMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q4 2025. 88 funds tracked by Wall St. Rank hold PMO as of Q2 2026.

Riverbridge Partners held 57,807 shares of Franklin Municipal Opportunities Trust worth $609K as of Q2 2026.
Riverbridge Partners sold 19,035 Franklin Municipal Opportunities Trust shares in Q2 2026, an estimated $199K.
Franklin Municipal Opportunities Trust made up 0.02% of Riverbridge Partners's portfolio in Q2 2026, its #161 holding.
Riverbridge Partners first reported a position in Franklin Municipal Opportunities Trust in Q3 2024 and has held it in 8 quarters since.
Riverbridge Partners's Franklin Municipal Opportunities Trust position peaked at $1.27M in Q4 2025.
88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q2 2026.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.