PF
MMD

PlanVest Financial’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

PlanVest Financial’s Portfolio MMD Stock Details MMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.5K Hold
3,900
– – 0.04% 199
2026
Q1 		$57.9K Buy
+3,900
New +$59.6K 0.04% 192

Other funds holding MMD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PlanVest Financial's MMD Position: Q2 2026 in Review

PlanVest Financial held its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) position steady in Q2 2026 at 3,900 shares worth $60.5K. The position accounts for 0.04% of the portfolio, ranked #199.

PlanVest Financial first reported a position in MMD in Q1 2026 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

  • PlanVest Financial held 3,900 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $60.5K as of Q2 2026.
  • PlanVest Financial left its MainStay MacKay DefinedTerm Municipal Opportunities Fund share count unchanged in Q2 2026.
  • MainStay MacKay DefinedTerm Municipal Opportunities Fund made up 0.04% of PlanVest Financial's portfolio in Q2 2026, its #199 holding.
  • PlanVest Financial first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q1 2026 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q2 2026.

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