Stifel Financial
CXE

Stifel Financial’s MFS High Income Municipal Trust CXE Stock Holding History

Stifel Financial’s Portfolio CXE Stock Details CXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$110K Hold
29,538
– – ﹤0.01% 3528
2025
Q4 		$109K Hold
29,538
– – ﹤0.01% 3480
2025
Q3 		$110K Buy
29,538
+14,477
+96% +$51.9K ﹤0.01% 3437
2025
Q2 		$53.9K Hold
15,061
– – ﹤0.01% 3413
2025
Q1 		$55.6K Hold
15,061
– – ﹤0.01% 3344
2024
Q4 		$55.4K Hold
15,061
– – ﹤0.01% 3307
2024
Q3 		$60.3K Hold
15,061
– – ﹤0.01% 3289
2024
Q2 		$55.9K Sell
15,061
-2,057
-12% -$7.38K ﹤0.01% 3273
2024
Q1 		$62.1K Hold
17,118
– – ﹤0.01% 3243
2023
Q4 		$60.8K Hold
17,118
– – ﹤0.01% 3212
2023
Q3 		$53.4K Sell
17,118
-2,355
-12% -$8.05K ﹤0.01% 3176
2023
Q2 		$67.8K Buy
+19,473
New +$68.3K ﹤0.01% 3214
2022
Q2 		– Sell
-15,264
Closed -$67K – 3351
2022
Q1 		$67K Buy
+15,264
New +$70.1K ﹤0.01% 3285
2021
Q2 		– Sell
-21,210
Closed -$108K – 3319
2021
Q1 		$108K Sell
21,210
-2,000
-9% -$10.2K ﹤0.01% 3119
2020
Q4 		$118K Hold
23,210
– – ﹤0.01% 2918
2020
Q3 		$110K Buy
23,210
+7,948
+52% +$38.9K ﹤0.01% 2741
2020
Q2 		$71K Buy
+15,262
New +$67.9K ﹤0.01% 2748
2016
Q3 		– Sell
-10,695
Closed -$59K – 2407
2016
Q2 		$59K Buy
+10,695
New +$57.1K ﹤0.01% 2423

Other funds holding CXE

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Stifel Financial's CXE Position: Q1 2026 in Review

Stifel Financial held its MFS High Income Municipal Trust (CXE) position steady in Q1 2026 at 29,538 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #3528.

Stifel Financial first reported a position in CXE in Q2 2016 and has held it in 18 quarters since. The position peaked at $118K in Q4 2020. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • Stifel Financial held 29,538 shares of MFS High Income Municipal Trust worth $110K as of Q1 2026.
  • Stifel Financial left its MFS High Income Municipal Trust share count unchanged in Q1 2026.
  • MFS High Income Municipal Trust made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3528 holding.
  • Stifel Financial first reported a position in MFS High Income Municipal Trust in Q2 2016 and has held it in 18 quarters since.
  • Stifel Financial's MFS High Income Municipal Trust position peaked at $118K in Q4 2020.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.