Stifel Financial
MHD icon

Stifel Financial’s BlackRock MuniHoldings Fund MHD Stock Holding History

Stifel 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
Q1 		$5.38M Buy
476,797
+441,199
+1,239% +$5.19M ﹤0.01% 1307
2025
Q4 		$418K Sell
35,598
-5,044
-12% -$59.1K ﹤0.01% 2959
2025
Q3 		$478K Buy
40,642
+7,274
+22% +$82.1K ﹤0.01% 2843
2025
Q2 		$374K Buy
33,368
+458
+1% +$5.14K ﹤0.01% 2931
2025
Q1 		$386K Sell
32,910
-580
-2% -$6.93K ﹤0.01% 2851
2024
Q4 		$391K Sell
33,490
-1,516
-4% -$18.7K ﹤0.01% 2820
2024
Q3 		$443K Sell
35,006
-801
-2% -$9.86K ﹤0.01% 2746
2024
Q2 		$433K Buy
35,807
+509
+1% +$5.99K ﹤0.01% 2715
2024
Q1 		$426K Buy
35,298
+3,609
+11% +$43.1K ﹤0.01% 2705
2023
Q4 		$377K Buy
31,689
+1,731
+6% +$19K ﹤0.01% 2714
2023
Q3 		$309K Buy
29,958
+1,231
+4% +$13.9K ﹤0.01% 2775
2023
Q2 		$334K Buy
28,727
+888
+3% +$10.3K ﹤0.01% 2754
2023
Q1 		$335K Buy
27,839
+4,058
+17% +$48.6K ﹤0.01% 2740
2022
Q4 		$289K Sell
23,781
-496
-2% -$5.69K ﹤0.01% 2785
2022
Q3 		$273K Buy
24,277
+11,370
+88% +$146K ﹤0.01% 2779
2022
Q2 		$164K Sell
12,907
-13,244
-51% -$173K ﹤0.01% 3063
2022
Q1 		$372K Sell
26,151
-54
-0.2% -$811 ﹤0.01% 2745
2021
Q4 		$439K Hold
26,205
– – ﹤0.01% 2670
2021
Q3 		$429K Sell
26,205
-110
-0.4% -$1.87K ﹤0.01% 2667
2021
Q2 		$442K Buy
26,315
+7,427
+39% +$123K ﹤0.01% 2654
2021
Q1 		$302K Buy
+18,888
New +$305K ﹤0.01% 2787

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Stifel Financial's MHD Position: Q1 2026 in Review

Stifel Financial increased its BlackRock MuniHoldings Fund (MHD) stake by 1,239% in Q1 2026, buying an estimated $5.19M and bringing the position to 476,797 shares worth $5.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Stifel Financial first reported a position in MHD in Q1 2021 and has held it in 21 quarters since. 204 funds tracked by Wall St. Rank hold MHD as of Q1 2026.

  • Stifel Financial held 476,797 shares of BlackRock MuniHoldings Fund worth $5.38M as of Q1 2026.
  • Stifel Financial bought 441,199 BlackRock MuniHoldings Fund shares in Q1 2026, an estimated $5.19M.
  • BlackRock MuniHoldings Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1307 holding.
  • Stifel Financial first reported a position in BlackRock MuniHoldings Fund in Q1 2021 and has held it in 21 quarters since.
  • 204 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.