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PlanVest Financial’s BlackRock MuniHoldings Fund MHD Stock Holding History

PlanVest Financial’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 		$5.3K Hold
445
– – ﹤0.01% 456
2026
Q1 		$5.02K Buy
+445
New +$5.23K ﹤0.01% 427

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
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
GC
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

PlanVest Financial's MHD Position: Q2 2026 in Review

PlanVest Financial held its BlackRock MuniHoldings Fund (MHD) position steady in Q2 2026 at 445 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

PlanVest Financial first reported a position in MHD in Q1 2026 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold MHD as of Q2 2026.

  • PlanVest Financial held 445 shares of BlackRock MuniHoldings Fund worth $5.3K as of Q2 2026.
  • PlanVest Financial left its BlackRock MuniHoldings Fund share count unchanged in Q2 2026.
  • BlackRock MuniHoldings Fund made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #456 holding.
  • PlanVest Financial first reported a position in BlackRock MuniHoldings Fund in Q1 2026 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.