Merit Financial Group
MHD icon

Merit Financial Group’s BlackRock MuniHoldings Fund MHD Stock Holding History

Merit Financial 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
Q3 		$381K Buy
37,181
+1,084
+3% +$12.3K ﹤0.01% 1744
2026
Q2 		$430K Buy
36,097
+1,005
+3% +$11.7K ﹤0.01% 1588
2026
Q1 		$396K Buy
+35,092
New +$413K ﹤0.01% 1506

Other funds holding MHD

Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Robinson Capital Management
Robinson Capital Management Grosse Pointe Farms, Michigan $195M AUM 10.53% 1-Year Est. Return
Mackay Shields LLC
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Merit Financial Group's MHD Position: Q3 2026 in Review

Merit Financial Group increased its BlackRock MuniHoldings Fund (MHD) stake by 3% in Q3 2026, buying an estimated $12.3K and bringing the position to 37,181 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Merit Financial Group first reported a position in MHD in Q1 2026 and has held it in 3 quarters since. The position peaked at $430K in Q2 2026. 174 funds tracked by Wall St. Rank hold MHD as of Q3 2026.

  • Merit Financial Group held 37,181 shares of BlackRock MuniHoldings Fund worth $381K as of Q3 2026.
  • Merit Financial Group bought 1,084 BlackRock MuniHoldings Fund shares in Q3 2026, an estimated $12.3K.
  • BlackRock MuniHoldings Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1744 holding.
  • Merit Financial Group first reported a position in BlackRock MuniHoldings Fund in Q1 2026 and has held it in 3 quarters since.
  • Merit Financial Group's BlackRock MuniHoldings Fund position peaked at $430K in Q2 2026.
  • 174 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.