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

Nations 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	–	Sell	-13,441	Closed	-$152K	–	817
2026 Q1	$152K	Buy	+13,441	New	+$158K	0.01%	748
2025 Q4	–	Sell	-15,572	Closed	-$183K	–	761
2025 Q3	$183K	Sell	15,572 -816	-5%	-$9.21K	0.01%	685
2025 Q2	$184K	Hold	16,388	–	–	0.01%	655
2025 Q1	$192K	Sell	16,388 -34,271	-68%	-$410K	0.01%	628
2024 Q4	$591K	Sell	50,659 -2,652	-5%	-$32.7K	0.04%	396
2024 Q3	$674K	Sell	53,311 -816	-2%	-$10K	0.05%	368
2024 Q2	$654K	Hold	54,127	–	–	0.05%	347
2024 Q1	$654K	Hold	54,127	–	–	0.06%	349
2023 Q4	$645K	Buy	54,127 +1,086	+2%	+$11.9K	0.06%	325
2023 Q3	$547K	Sell	53,041 -1,448	-3%	-$16.4K	0.06%	342
2023 Q2	$634K	Sell	54,489 -416	-0.8%	-$4.84K	0.06%	328
2023 Q1	$662K	Hold	54,905	–	–	0.07%	296
2022 Q4	$667K	Buy	54,905 +9,511	+21%	+$109K	0.07%	292
2022 Q3	$511K	Buy	45,394 +17,500	+63%	+$225K	0.07%	289
2022 Q2	$354K	Hold	27,894	–	–	0.05%	372
2022 Q1	$397K	Buy	+27,894	New	+$419K	0.05%	357

Other funds holding MHD

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

HWAM

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Nations Financial Group sold out of BlackRock MuniHoldings Fund (MHD) in Q2 2026, closing a stake of 13,441 shares — an estimated $152K sold.

Nations Financial Group first reported a position in MHD in Q1 2022 and held it in 16 quarters. The position peaked at $674K in Q3 2024. 208 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

Nations Financial Group reported no remaining BlackRock MuniHoldings Fund position as of Q2 2026 after selling out during the quarter.
Nations Financial Group sold 13,441 BlackRock MuniHoldings Fund shares in Q2 2026, an estimated $152K.
Nations Financial Group first reported a position in BlackRock MuniHoldings Fund in Q1 2022 and held it in 16 quarters.
Nations Financial Group's BlackRock MuniHoldings Fund position peaked at $674K in Q3 2024.
208 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.