MFG
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
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

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
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
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 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

Merit Financial Group's MHD Position: Q2 2026 in Review

Merit Financial Group increased its BlackRock MuniHoldings Fund (MHD) stake by 2.9% in Q2 2026, buying an estimated $11.7K and bringing the position to 36,097 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Merit Financial Group first reported a position in MHD in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

  • Merit Financial Group held 36,097 shares of BlackRock MuniHoldings Fund worth $430K as of Q2 2026.
  • Merit Financial Group bought 1,005 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $11.7K.
  • BlackRock MuniHoldings Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1588 holding.
  • Merit Financial Group first reported a position in BlackRock MuniHoldings Fund in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.