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Community Financial Services Group’s BlackRock MuniHoldings Fund MHD Stock Holding History

Community Financial Services Group’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 		$9.04K Hold
759
– – ﹤0.01% 389
2026
Q1 		$8.62K Buy
+759
New +$8.93K ﹤0.01% 332

Other funds holding MHD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
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
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Community Financial Services Group's MHD Position: Q2 2026 in Review

Community Financial Services Group held its BlackRock MuniHoldings Fund (MHD) position steady in Q2 2026 at 759 shares worth $9.04K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Community Financial Services Group first reported a position in MHD in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

  • Community Financial Services Group held 759 shares of BlackRock MuniHoldings Fund worth $9.04K as of Q2 2026.
  • Community Financial Services Group left its BlackRock MuniHoldings Fund share count unchanged in Q2 2026.
  • BlackRock MuniHoldings Fund made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #389 holding.
  • Community Financial Services Group first reported a position in BlackRock MuniHoldings Fund in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.