Atala Financial’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Atala Financial’s Portfolio MUC Stock Details MUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.3M	Sell	391,683 -13,924	-3%	-$150K	2.62%	7
2026 Q1	$4.25M	Buy	405,607 +132,871	+49%	+$1.43M	2.86%	6
2025 Q4	$2.89M	Buy	272,736 +1,617	+0.6%	+$17.4K	1.84%	14
2025 Q3	$2.94M	Buy	271,119 +13,810	+5%	+$143K	1.84%	13
2025 Q2	$2.66M	Sell	257,309 -2,942	-1%	-$30.6K	1.84%	13
2025 Q1	$2.79M	Buy	260,251 +8,861	+4%	+$96K	2.03%	11
2024 Q4	$2.67M	Buy	+251,390	New	+$2.81M	1.88%	13

Other funds holding MUC

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

RCM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atala Financial's MUC Position: Q2 2026 in Review

Atala Financial reduced its BlackRock MuniHoldings California Quality Fund (MUC) stake by 3.4% in Q2 2026, selling an estimated $150K and leaving 391,683 shares worth $4.3M. The position accounts for 2.62% of the portfolio, ranked #7.

Atala Financial first reported a position in MUC in Q4 2024 and has held it in 7 quarters since. 135 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

Atala Financial held 391,683 shares of BlackRock MuniHoldings California Quality Fund worth $4.3M as of Q2 2026.
Atala Financial sold 13,924 BlackRock MuniHoldings California Quality Fund shares in Q2 2026, an estimated $150K.
BlackRock MuniHoldings California Quality Fund made up 2.62% of Atala Financial's portfolio in Q2 2026, its #7 holding.
Atala Financial first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2024 and has held it in 7 quarters since.
135 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

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