United Bank (Georgia)’s Franklin Managed Municipal Income Trust PMM Stock Holding History

United Bank (Georgia)’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
2025 Q4	–	Sell	-14,400	Closed	-$87K	–	126
2025 Q3	$87K	Hold	14,400	–	–	0.03%	117
2025 Q2	$86.1K	Hold	14,400	–	–	0.03%	113
2025 Q1	$88.3K	Hold	14,400	–	–	0.04%	110
2024 Q4	$86K	Hold	14,400	–	–	0.04%	105
2024 Q3	$93.7K	Hold	14,400	–	–	0.04%	102
2024 Q2	$89.3K	Hold	14,400	–	–	0.04%	93
2024 Q1	$86.3K	Hold	14,400	–	–	0.04%	94
2023 Q4	$87.6K	Hold	14,400	–	–	0.05%	88
2023 Q3	$78.8K	Hold	14,400	–	–	0.05%	87
2023 Q2	$87.7K	Hold	14,400	–	–	0.05%	89
2023 Q1	$88.3K	Hold	14,400	–	–	0.05%	85
2022 Q4	$90.4K	Hold	14,400	–	–	0.06%	84
2022 Q3	$81K	Hold	14,400	–	–	0.05%	84
2022 Q2	$95K	Buy	+14,400	New	+$95.2K	0.06%	85

Other funds holding PMM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

United Bank (Georgia)'s PMM Position: Q4 2025 in Review

United Bank (Georgia) sold out of Franklin Managed Municipal Income Trust (PMM) in Q4 2025, closing a stake of 14,400 shares — an estimated $87K sold.

United Bank (Georgia) first reported a position in PMM in Q2 2022 and held it in 14 quarters. The position peaked at $95K in Q2 2022. 89 funds tracked by Wall St. Rank hold PMM as of Q4 2025.

United Bank (Georgia) reported no remaining Franklin Managed Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
United Bank (Georgia) sold 14,400 Franklin Managed Municipal Income Trust shares in Q4 2025, an estimated $87K.
United Bank (Georgia) first reported a position in Franklin Managed Municipal Income Trust in Q2 2022 and held it in 14 quarters.
United Bank (Georgia)'s Franklin Managed Municipal Income Trust position peaked at $95K in Q2 2022.
89 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q4 2025.

Based on United Bank (Georgia)'s 13F filing for Q4 2025, filed 5 Feb 2026.