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Legacy Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

Legacy Advisors’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 		$144K Buy
+12,019
New +$140K 0.01% 325

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
AF
Atala Financial Calabasas, California $165M AUM 23.16% 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

Legacy Advisors's MHD Position: Q2 2026 in Review

Legacy Advisors opened a new position in BlackRock MuniHoldings Fund (MHD) in Q2 2026: 12,019 shares worth $144K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings.

48 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

  • Legacy Advisors held 12,019 shares of BlackRock MuniHoldings Fund worth $144K as of Q2 2026.
  • BlackRock MuniHoldings Fund was a new Legacy Advisors position in Q2 2026.
  • BlackRock MuniHoldings Fund made up 0.01% of Legacy Advisors's portfolio in Q2 2026, its #325 holding.
  • 48 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.