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Wellspring Financial Advisors’s BlackRock MuniYield New York Quality Fund MYN Stock Holding History

Wellspring Financial Advisors’s Portfolio MYN Stock Details MYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$685K Buy
71,316
+52,016
+270% +$519K 0.05% 134
2025
Q4 		$191K Hold
19,300
– – 0.02% 265
2025
Q3 		$192K Buy
+19,300
New +$183K 0.02% 164

Other funds holding MYN

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellspring Financial Advisors's MYN Position: Q1 2026 in Review

Wellspring Financial Advisors increased its BlackRock MuniYield New York Quality Fund (MYN) stake by 270% in Q1 2026, buying an estimated $519K and bringing the position to 71,316 shares worth $685K. The position accounts for 0.05% of the portfolio, ranked #134.

Wellspring Financial Advisors first reported a position in MYN in Q3 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold MYN as of Q1 2026.

  • Wellspring Financial Advisors held 71,316 shares of BlackRock MuniYield New York Quality Fund worth $685K as of Q1 2026.
  • Wellspring Financial Advisors bought 52,016 BlackRock MuniYield New York Quality Fund shares in Q1 2026, an estimated $519K.
  • BlackRock MuniYield New York Quality Fund made up 0.05% of Wellspring Financial Advisors's portfolio in Q1 2026, its #134 holding.
  • Wellspring Financial Advisors first reported a position in BlackRock MuniYield New York Quality Fund in Q3 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held BlackRock MuniYield New York Quality Fund as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.