SF
CXE

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

Summit 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 		$2.14M Sell
576,180
-32,620
-5% -$123K 0.03% 561
2025
Q4 		$2.25M Buy
608,800
+104,750
+21% +$389K 0.03% 463
2025
Q3 		$1.88M Buy
504,050
+47,350
+10% +$170K 0.03% 491
2025
Q2 		$1.63M Buy
+456,700
New +$1.62M 0.04% 326

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
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Summit Financial's CXE Position: Q1 2026 in Review

Summit Financial reduced its MFS High Income Municipal Trust (CXE) stake by 5.4% in Q1 2026, selling an estimated $123K and leaving 576,180 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #561.

Summit Financial first reported a position in CXE in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.25M in Q4 2025. 60 funds tracked by Wall St. Rank hold CXE as of Q1 2026.

  • Summit Financial held 576,180 shares of MFS High Income Municipal Trust worth $2.14M as of Q1 2026.
  • Summit Financial sold 32,620 MFS High Income Municipal Trust shares in Q1 2026, an estimated $123K.
  • MFS High Income Municipal Trust made up 0.03% of Summit Financial's portfolio in Q1 2026, its #561 holding.
  • Summit Financial first reported a position in MFS High Income Municipal Trust in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial's MFS High Income Municipal Trust position peaked at $2.25M in Q4 2025.
  • 60 funds tracked by Wall St. Rank held MFS High Income Municipal Trust as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.