Creative Planning
Position in MUC — Blackrock Muniholdings California Quality Fund, Inc.
CIK 1540235
OVERLAND PARK, KS
Position in MUC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$303,291
+$16,283 QoQ
Shares Held
27,597
0.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 135 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MUC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Creative Planning holds $559,880,439 across 178 Asset Management names. MUC ranks #112 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
436,815 | $51,400,020 | |
| 2 | TROW |
Price T Rowe Group Inc
|
420,488 | $47,805,280 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
885,994 | $37,734,483 | |
| 4 | CGBD |
Carlyle Secured Lending, Inc.
|
3,086,927 | $32,505,340 | |
| 5 | BLK |
BlackRock, Inc.
|
33,365 | $32,082,448 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
1,288,752 | $30,556,309 | |
| 7 | 452,530 | $23,508,932 | |||
| 8 | STT |
State Street Corp
|
137,249 | $23,277,430 |
All Filings in MUC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,291 | 27,597 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $287,008 | 27,597 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $174,836 | 16,494 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $414,828 | 38,233 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $170,712 | 16,494 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $575,341 | 53,720 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $213,854 | 20,118 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $189,999 | 16,493 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $635,386 | 57,242 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $209,057 | 18,988 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $211,481 | 19,001 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $181,525 | 18,988 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $224,812 | 20,720 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $229,163 | 20,720 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $224,476 | 20,901 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $290,012 | 27,003 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $358,058 | 29,913 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,156 | 700 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $172,203 | 10,810 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $192,790 | 12,810 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||