SFG
MMU

Sovereign Financial Group’s Western Asset Managed Municipals Fund MMU Stock Holding History

Sovereign Financial Group’s Portfolio MMU Stock Details MMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$184K Buy
17,682
+2,259
+15% +$23.2K 0.03% 372
2026
Q1 		$159K Sell
15,423
-5,863
-28% -$61.5K 0.03% 351
2025
Q4 		$222K Buy
21,286
+3,973
+23% +$41.2K 0.04% 313
2025
Q3 		$179K Buy
+17,313
New +$174K 0.03% 319

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Sovereign Financial Group's MMU Position: Q2 2026 in Review

Sovereign Financial Group increased its Western Asset Managed Municipals Fund (MMU) stake by 15% in Q2 2026, buying an estimated $23.2K and bringing the position to 17,682 shares worth $184K. The position accounts for 0.03% of the portfolio, ranked #372.

Sovereign Financial Group first reported a position in MMU in Q3 2025 and has held it in 4 quarters since. The position peaked at $222K in Q4 2025. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

  • Sovereign Financial Group held 17,682 shares of Western Asset Managed Municipals Fund worth $184K as of Q2 2026.
  • Sovereign Financial Group bought 2,259 Western Asset Managed Municipals Fund shares in Q2 2026, an estimated $23.2K.
  • Western Asset Managed Municipals Fund made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #372 holding.
  • Sovereign Financial Group first reported a position in Western Asset Managed Municipals Fund in Q3 2025 and has held it in 4 quarters since.
  • Sovereign Financial Group's Western Asset Managed Municipals Fund position peaked at $222K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.