Sit Investment Associates’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Sit Investment Associates’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	–	Sell	-221,351	Closed	-$1.39M	–	533
2025 Q4	$1.39M	Sell	221,351 -281,598	-56%	-$1.73M	0.03%	349
2025 Q3	$3.04M	Hold	502,949	–	–	0.06%	266
2025 Q2	$3.01M	Sell	502,949 -12,400	-2%	-$73.4K	0.06%	266
2025 Q1	$3.16M	Buy	515,349 +292,037	+131%	+$1.81M	0.07%	253
2024 Q4	$1.33M	Buy	223,312 +50,200	+29%	+$316K	0.03%	351
2024 Q3	$1.13M	Buy	173,112 +160,712	+1,296%	+$1.02M	0.03%	374
2024 Q2	$77K	Hold	12,400	–	–	﹤0.01%	500
2024 Q1	$74K	Sell	12,400 -228,931	-95%	-$1.41M	﹤0.01%	490
2023 Q4	$1.47M	Buy	+241,331	New	+$1.35M	0.04%	322

Other funds holding PMM

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

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

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

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

RCM

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

Sit Investment Associates's PMM Position: Q1 2026 in Review

Sit Investment Associates sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2026, closing a stake of 221,351 shares — an estimated $1.39M sold.

Sit Investment Associates first reported a position in PMM in Q4 2023 and held it in 9 quarters. The position peaked at $3.16M in Q1 2025. 90 funds tracked by Wall St. Rank hold PMM as of Q1 2026.

Sit Investment Associates reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Sit Investment Associates sold 221,351 Franklin Managed Municipal Income Trust shares in Q1 2026, an estimated $1.39M.
Sit Investment Associates first reported a position in Franklin Managed Municipal Income Trust in Q4 2023 and held it in 9 quarters.
Sit Investment Associates's Franklin Managed Municipal Income Trust position peaked at $3.16M in Q1 2025.
90 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.