FFA
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Farther Finance Advisors’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Farther Finance Advisors’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
Q1 		$417K Buy
39,863
+13,279
+50% +$143K ﹤0.01% 1527
2025
Q4 		$282K Sell
26,584
-7,000
-21% -$75.2K ﹤0.01% 1679
2025
Q3 		$364K Sell
33,584
-1,500
-4% -$15.6K 0.01% 1259
2025
Q2 		$363K Hold
35,084
– – 0.01% 1077
2025
Q1 		$380K Buy
35,084
+5,586
+19% +$60.5K 0.01% 927
2024
Q4 		$314K Hold
29,498
– – 0.01% 789
2024
Q3 		$340K Buy
+29,498
New +$333K 0.01% 765

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return