Stifel Financial
BHV icon

Stifel Financial’s BlackRock Virginia Muni Bond Trust BHV Stock Holding History

Stifel Financial’s Portfolio BHV Stock Details BHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,837
Closed -$174K – 3712
2026
Q1 		$174K Sell
16,837
-2,158
-11% -$23K ﹤0.01% 3465
2025
Q4 		$198K Buy
18,995
+18
+0.1% +$197 ﹤0.01% 3388
2025
Q3 		$205K Buy
+18,977
New +$197K ﹤0.01% 3329

Other funds holding BHV

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial's BHV Position: Q2 2026 in Review

Stifel Financial sold out of BlackRock Virginia Muni Bond Trust (BHV) in Q2 2026, closing a stake of 16,837 shares — an estimated $174K sold.

Stifel Financial first reported a position in BHV in Q3 2025 and held it in 3 quarters. The position peaked at $205K in Q3 2025. 11 funds tracked by Wall St. Rank hold BHV as of Q2 2026.

  • Stifel Financial reported no remaining BlackRock Virginia Muni Bond Trust position as of Q2 2026 after selling out during the quarter.
  • Stifel Financial sold 16,837 BlackRock Virginia Muni Bond Trust shares in Q2 2026, an estimated $174K.
  • Stifel Financial first reported a position in BlackRock Virginia Muni Bond Trust in Q3 2025 and held it in 3 quarters.
  • Stifel Financial's BlackRock Virginia Muni Bond Trust position peaked at $205K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held BlackRock Virginia Muni Bond Trust as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.