Pinnacle Wealth Planning Services’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MUC Stock Details MUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.4K	Hold	1,400	–	–	﹤0.01%	1892
2026 Q1	$14.6K	Hold	1,400	–	–	﹤0.01%	1847
2025 Q4	$14.8K	Buy	+1,400	New	+$15K	﹤0.01%	1851
2021 Q1	–	Sell	-1,400	Closed	-$21K	–	1350
2020 Q4	$21K	Buy	+1,400	New	+$20.3K	0.01%	1136

Other funds holding MUC

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

RCM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's MUC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its BlackRock MuniHoldings California Quality Fund (MUC) position steady in Q2 2026 at 1,400 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Pinnacle Wealth Planning Services first reported a position in MUC in Q4 2020 and has held it in 4 quarters since. The position peaked at $21K in Q4 2020. 135 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

Pinnacle Wealth Planning Services held 1,400 shares of BlackRock MuniHoldings California Quality Fund worth $15.4K as of Q2 2026.
Pinnacle Wealth Planning Services left its BlackRock MuniHoldings California Quality Fund share count unchanged in Q2 2026.
BlackRock MuniHoldings California Quality Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1892 holding.
Pinnacle Wealth Planning Services first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's BlackRock MuniHoldings California Quality Fund position peaked at $21K in Q4 2020.
135 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.