Logan Stone Capital’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Logan Stone Capital’s Portfolio MMD Stock Details MMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-65,102	Closed	-$967K	–	182
2026 Q1	$967K	Sell	65,102 -32,204	-33%	-$492K	0.27%	58
2025 Q4	$1.45M	Buy	+97,306	New	+$1.46M	0.36%	52
2025 Q3	–	Sell	-12,802	Closed	-$189K	–	78
2025 Q2	$189K	Sell	12,802 -54,920	-81%	-$801K	0.09%	68
2025 Q1	$1.02M	Sell	67,722 -14,295	-17%	-$218K	0.48%	40
2024 Q4	$1.22M	Buy	+82,017	New	+$1.33M	0.41%	44

Other funds holding MMD

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 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

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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Logan Stone Capital's MMD Position: Q2 2026 in Review

Logan Stone Capital sold out of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) in Q2 2026, closing a stake of 65,102 shares — an estimated $967K sold.

Logan Stone Capital first reported a position in MMD in Q4 2024 and held it in 5 quarters. The position peaked at $1.45M in Q4 2025. 71 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

Logan Stone Capital reported no remaining MainStay MacKay DefinedTerm Municipal Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Logan Stone Capital sold 65,102 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q2 2026, an estimated $967K.
Logan Stone Capital first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q4 2024 and held it in 5 quarters.
Logan Stone Capital's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $1.45M in Q4 2025.
71 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q2 2026.

Based on Logan Stone Capital's 13F filing for Q2 2026, filed 14 Aug 2026.