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
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 $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sovereign Financial Group's MMU Position: Q1 2026 in Review

Sovereign Financial Group reduced its Western Asset Managed Municipals Fund (MMU) stake by 28% in Q1 2026, selling an estimated $61.5K and leaving 15,423 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #351.

Sovereign Financial Group first reported a position in MMU in Q3 2025 and has held it in 3 quarters since. The position peaked at $222K in Q4 2025. 110 funds tracked by Wall St. Rank hold MMU as of Q1 2026.

  • Sovereign Financial Group held 15,423 shares of Western Asset Managed Municipals Fund worth $159K as of Q1 2026.
  • Sovereign Financial Group sold 5,863 Western Asset Managed Municipals Fund shares in Q1 2026, an estimated $61.5K.
  • Western Asset Managed Municipals Fund made up 0.03% of Sovereign Financial Group's portfolio in Q1 2026, its #351 holding.
  • Sovereign Financial Group first reported a position in Western Asset Managed Municipals Fund in Q3 2025 and has held it in 3 quarters since.
  • Sovereign Financial Group's Western Asset Managed Municipals Fund position peaked at $222K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.