Merit Financial Group, LLC
Position in MMU — Western Asset Managed Municipals Fund Inc.
CIK 1621225
ALPHARETTA, GA
Position in MMU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$293,760
+$6,352 QoQ
Shares Held
28,192
+0.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 14 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MMU Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Merit Financial Group, LLC holds $100,845,635 across 117 Asset Management names. MMU ranks #66 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
12,856 | $12,361,813 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
441,028 | $10,033,386 | |
| 3 | ARCC |
Ares Capital Corp
|
406,876 | $7,539,411 | |
| 4 | BX |
Blackstone Inc.
|
56,500 | $6,648,351 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
362,233 | $4,252,614 | |
| 6 | KKR |
KKR & Co. Inc.
|
34,226 | $3,141,259 | |
| 7 | AMP |
Ameriprise Financial Inc
|
6,528 | $2,994,783 | |
| 8 | BEN |
Franklin Resources Inc
|
81,520 | $2,712,168 |
All Filings in MMU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,760 | 28,192 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $287,408 | 27,958 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $288,529 | 27,637 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $272,293 | 26,334 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $262,835 | 26,549 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $210,018 | 20,410 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||