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Equibles

Concord Wealth Partners

Position in PMM — Franklin Managed Municipal Income Trust

CIK 1814214 ABINGDON, VA
Back to PMM Full portfolio

Position in PMM

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$10,163
+$420 QoQ
Shares Held
1,554
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 87 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PMM Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Concord Wealth Partners holds $2,185,723 across 22 Asset Management names. PMM ranks #12 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 1,148 $1,103,870
2 HYT
Blackrock Corporate High Yield Fund, Inc.
 35,554 $304,342
3 JPC
Nuveen Preferred & Income Opportunities Fund
 31,296 $246,612
4 PDI
PIMCO Dynamic Income Fund
 11,828 $197,527
5 PFG
Principal Financial Group Inc
 878 $94,630
6 PHYS
Sprott Physical Gold Trust
 1,600 $48,272
7 PSLV
Sprott Physical Silver Trust
 2,500 $47,175
8 APO
Apollo Global Management, Inc.
 300 $35,493

All Filings in PMM

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,163 1,554
2025-12-31 $9,743 1,554
2025-09-30 $9,386 1,554
2025-06-30 $9,292 1,554
2025-03-31 $9,526 1,554
2024-12-31 $9,277 1,554
2024-09-30 $10,116 1,554
2024-06-30 $9,634 1,554
2024-03-31 $9,308 1,554
2023-12-31 $9,448 1,554
2023-09-30 $8,500 1,554
2023-06-30 $9,463 1,554
2023-03-31 $9,526 1,554
2022-12-31 $9,759 1,554
2022-06-30 $10,287 1,554
2022-03-31 $10,986 1,554
2021-12-31 $13,628 1,554
2021-09-30 $12,960 1,554
2021-06-30 $13,628 1,554
2021-03-31 $12,665 1,554
2020-12-31 $12,540 1,554