Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$65.4K Sell
10,000
-2,584
-21% -$16.1K ﹤0.01% 2800
2026
Q1 		$77.4K Buy
12,584
+33
+0.3% +$207 ﹤0.01% 2528
2025
Q4 		$78.7K Buy
12,551
+32
+0.3% +$196 ﹤0.01% 2431
2025
Q3 		$75.6K Buy
12,519
+34
+0.3% +$202 ﹤0.01% 2402
2025
Q2 		$74.7K Sell
12,485
-6,515
-34% -$38.6K ﹤0.01% 2273
2025
Q1 		$116K Sell
19,000
-3,600
-16% -$22.3K ﹤0.01% 1932
2024
Q4 		$135K Buy
22,600
+600
+3% +$3.77K ﹤0.01% 1824
2024
Q3 		$143K Hold
22,000
– – ﹤0.01% 1691
2024
Q2 		$136K Buy
22,000
+1,000
+5% +$6K ﹤0.01% 1635
2024
Q1 		$126K Hold
21,000
– – ﹤0.01% 1648
2023
Q4 		$128K Buy
21,000
+199
+1% +$1.11K ﹤0.01% 1576
2023
Q3 		$114K Buy
20,801
+734
+4% +$4.28K ﹤0.01% 1519
2023
Q2 		$122K Buy
20,067
+1,307
+7% +$7.79K ﹤0.01% 1489
2023
Q1 		$115K Buy
18,760
+4,492
+31% +$30.4K ﹤0.01% 1520
2022
Q4 		$89.6K Sell
14,268
-1,072
-7% -$6.5K ﹤0.01% 1595
2022
Q3 		$87K Sell
15,340
-8,619
-36% -$57.5K ﹤0.01% 1554
2022
Q2 		$159K Buy
23,959
+3,347
+16% +$22.1K ﹤0.01% 1298
2022
Q1 		$146K Buy
20,612
+44
+0.2% +$330 ﹤0.01% 1431
2021
Q4 		$180K Buy
20,568
+1,660
+9% +$14.1K ﹤0.01% 1354
2021
Q3 		$158K Buy
18,908
+1,105
+6% +$9.51K ﹤0.01% 1363
2021
Q2 		$156K Buy
17,803
+423
+2% +$3.58K ﹤0.01% 1734
2021
Q1 		$142K Buy
17,380
+24
+0.1% +$195 ﹤0.01% 1444
2020
Q4 		$140K Sell
17,356
-176
-1% -$1.37K ﹤0.01% 1221
2020
Q3 		$134K Buy
17,532
+7,858
+81% +$61K ﹤0.01% 1102
2020
Q2 		$71K Buy
9,674
+24
+0.2% +$170 ﹤0.01% 1275
2020
Q1 		$69K Buy
9,650
+20
+0.2% +$156 ﹤0.01% 1140
2019
Q4 		$76K Buy
9,630
+21
+0.2% +$167 ﹤0.01% 1230
2019
Q3 		$75K Buy
9,609
+1,941
+25% +$15.3K ﹤0.01% 1198
2019
Q2 		$58K Buy
+7,668
New +$57.8K ﹤0.01% 1285

Other funds holding PMM

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Steward Partners Investment Advisory's PMM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Franklin Managed Municipal Income Trust (PMM) stake by 21% in Q2 2026, selling an estimated $16.1K and leaving 10,000 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2800.

Steward Partners Investment Advisory first reported a position in PMM in Q2 2019 and has held it in 29 quarters since. The position peaked at $180K in Q4 2021. 86 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

  • Steward Partners Investment Advisory held 10,000 shares of Franklin Managed Municipal Income Trust worth $65.4K as of Q2 2026.
  • Steward Partners Investment Advisory sold 2,584 Franklin Managed Municipal Income Trust shares in Q2 2026, an estimated $16.1K.
  • Franklin Managed Municipal Income Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2800 holding.
  • Steward Partners Investment Advisory first reported a position in Franklin Managed Municipal Income Trust in Q2 2019 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's Franklin Managed Municipal Income Trust position peaked at $180K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.