Position in PFL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$45,136
New position
Shares Held
5,642
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Clear Point Advisors Inc. holds $830,912 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUJ |
Blackrock Muniholdings New Jersey Quality Fund, Inc.
|
67,499 | $830,912 |
All Filings in PFL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,136 | 5,642 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||