Root Financial Partners
MUC icon

Root Financial Partners’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Root Financial Partners’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
Q3 		$12.9K Buy
+1,327
New +$14K ﹤0.01% 1781
2026
Q2 		– Sell
-1,127
Closed -$11.7K – 2134
2026
Q1 		$11.7K Buy
+1,127
New +$12.2K ﹤0.01% 1606

Other funds holding MUC

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Atala Financial
Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Beverly Hills Private Wealth
Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Melfa Wealth Management
Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return

Root Financial Partners's MUC Position: Q3 2026 in Review

Root Financial Partners opened a new position in BlackRock MuniHoldings California Quality Fund (MUC) in Q3 2026: 1,327 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #1781 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MUC as recently as Q1 2026.

Root Financial Partners first reported a position in MUC in Q1 2026 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold MUC as of Q3 2026.

  • Root Financial Partners held 1,327 shares of BlackRock MuniHoldings California Quality Fund worth $12.9K as of Q3 2026.
  • BlackRock MuniHoldings California Quality Fund was a new Root Financial Partners position in Q3 2026.
  • BlackRock MuniHoldings California Quality Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1781 holding.
  • Root Financial Partners first reported a position in BlackRock MuniHoldings California Quality Fund in Q1 2026 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.