Root Financial Partners, LLC
Position in MHD — Blackrock Muniholdings Fund, Inc.
CIK 1977181
ENCINITAS, CA
Position in MHD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$219,447
New position
Shares Held
18,441
first reported quarter
Ownership
0.035%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#44
of 66 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Root Financial Partners, LLC holds $2,358,796 across 7 Asset Management names. MHD ranks #6 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
18,318 | $736,933 | |
| 2 | BLK |
BlackRock, Inc.
|
582 | $559,627 | |
| 3 | AMP |
Ameriprise Financial Inc
|
546 | $250,482 | |
| 4 | NTRS |
Northern Trust Corp
|
1,418 | $246,505 | |
| 5 | INV |
Innventure, Inc.
|
44,485 | $225,538 | |
| 6 | MHD |
Blackrock Muniholdings Fund, Inc.
This page
|
18,441 | $219,447 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
10,244 | $120,264 |
All Filings in MHD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,447 | 18,441 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||