AF
MHD icon

Atala Financial’s BlackRock MuniHoldings Fund MHD Stock Holding History

Atala Financial’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.24M Sell
356,455
-2,378
-0.7% -$27.8K 2.58% 8
2026
Q1 		$4.09M Buy
358,833
+298,725
+497% +$3.51M 2.74% 8
2025
Q4 		$706K Buy
60,108
+23,200
+63% +$272K 0.45% 58
2025
Q3 		$434K Hold
36,908
– – 0.27% 70
2025
Q2 		$413K Buy
36,908
+7,000
+23% +$78.6K 0.29% 72
2025
Q1 		$351K Hold
29,908
– – 0.26% 80
2024
Q4 		$349K Buy
+29,908
New +$368K 0.25% 85

Other funds holding MHD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Atala Financial's MHD Position: Q2 2026 in Review

Atala Financial reduced its BlackRock MuniHoldings Fund (MHD) stake by 0.66% in Q2 2026, selling an estimated $27.8K and leaving 356,455 shares worth $4.24M. The position accounts for 2.58% of the portfolio, ranked #8.

Atala Financial first reported a position in MHD in Q4 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

  • Atala Financial held 356,455 shares of BlackRock MuniHoldings Fund worth $4.24M as of Q2 2026.
  • Atala Financial sold 2,378 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $27.8K.
  • BlackRock MuniHoldings Fund made up 2.58% of Atala Financial's portfolio in Q2 2026, its #8 holding.
  • Atala Financial first reported a position in BlackRock MuniHoldings Fund in Q4 2024 and has held it in 7 quarters since.
  • 48 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.