Rockefeller Capital Management’s MFS High Yield Municipal Trust CMU Stock Holding History

Rockefeller Capital Management’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 Q2	–	Sell	-20,000	Closed	-$71.6K	–	4757
2026 Q1	$71.6K	Hold	20,000	–	–	﹤0.01%	3063
2025 Q4	$70.2K	Hold	20,000	–	–	﹤0.01%	2905
2025 Q3	$69.4K	Buy	+20,000	New	+$66.6K	﹤0.01%	2756

Rockefeller Capital Management's CMU Position: Q2 2026 in Review

Rockefeller Capital Management sold out of MFS High Yield Municipal Trust (CMU) in Q2 2026, closing a stake of 20,000 shares — an estimated $71.6K sold.

Rockefeller Capital Management first reported a position in CMU in Q3 2025 and held it in 3 quarters. The position peaked at $71.6K in Q1 2026. 0 funds tracked by Wall St. Rank hold CMU as of Q2 2026.

Rockefeller Capital Management reported no remaining MFS High Yield Municipal Trust position as of Q2 2026 after selling out during the quarter.
Rockefeller Capital Management sold 20,000 MFS High Yield Municipal Trust shares in Q2 2026, an estimated $71.6K.
Rockefeller Capital Management first reported a position in MFS High Yield Municipal Trust in Q3 2025 and held it in 3 quarters.
Rockefeller Capital Management's MFS High Yield Municipal Trust position peaked at $71.6K in Q1 2026.
0 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.