Wellspring Financial Advisors, LLC
Position in MHD — Blackrock Muniholdings Fund, Inc.
CIK 1811308
CLEVELAND, OH
Position in MHD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,252,617
+$123,918 QoQ
Shares Held
105,262
+5.2% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#55
of 208 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MHD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wellspring Financial Advisors, LLC holds $8,556,332 across 14 Asset Management names. MHD ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
17,368 | $2,640,457 | |
| 2 | MHD |
Blackrock Muniholdings Fund, Inc.
This page
|
105,262 | $1,252,617 | |
| 3 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
38,090 | $866,547 | |
| 4 | MYN |
Blackrock Muniyield New York Quality Fund, Inc.
|
71,316 | $723,857 | |
| 5 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
56,563 | $628,414 | |
| 6 | BX |
Blackstone Inc.
|
5,125 | $603,058 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
11,013 | $469,043 | |
| 8 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
28,394 | $312,050 |
All Filings in MHD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,252,617 | 105,262 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,128,699 | 100,062 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $633,854 | 53,991 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $604,702 | 51,464 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $576,396 | 51,464 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $432,619 | 36,850 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $430,039 | 36,850 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $566,846 | 44,810 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $522,408 | 43,210 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $425,820 | 35,250 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $408,513 | 34,300 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $353,633 | 34,300 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $290,750 | 25,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $301,250 | 25,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $303,500 | 25,000 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||