SHUFRO ROSE & CO LLC MPA — BLACKROCK MUNIYIELD PA QLTY

Ownership history in SHUFRO ROSE & CO LLC  ·  5 quarters on record

AI Ownership Summary

SHUFRO ROSE & CO LLC reported BLACKROCK MUNIYIELD PA QLTY (MPA) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows MPA at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MPA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHUFRO ROSE & CO LLC's position in BLACKROCK MUNIYIELD PA QLTY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MPA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MPA stock page SHUFRO ROSE & CO LLC fund profile SHUFRO ROSE & CO LLC full holdings
How SHUFRO ROSE & CO LLC held MPA — position size vs. price
% of Fund (quarterly)    MPA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 25,000 — 0% 0.02% $276K 2026-05-15 $11.24
2025 Q4 ADDED — — — 25,000 +10,000 +66.7% 0.02% $277K 2026-02-09 $11.26
2025 Q3 UNCHANGED — — — 15,000 — 0% 0.01% $168K 2025-11-12 $11.07
2025 Q2 UNCHANGED — — — 15,000 — 0% 0.01% $168K 2025-08-11 $10.34
2025 Q1 INITIATED — — — 15,000 — — 0.01% $168K 2025-05-08 $10.30

🏢 Other funds also holding MPA

As of 2026 Q1 — sorted by position size

RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.49% Logan Stone Capital, LLC 3Y 0.04% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.04% Santori & Peters, Inc. 3Y 7Y 0.03% Breakwater Capital Group 3Y 0.03% Aviance Capital Partners, LLC 3Y 7Y 0.02% Ethos Financial Group, LLC 3Y 0.02% Sovereign Financial Group, Inc. 3Y 0.02% Faithward Advisors, LLC 3Y 0.02% Summit Trail Advisors, LLC 3Y 7Y 0.01%

FAQ About SHUFRO ROSE & CO LLC and MPA

These are the practical questions this page is built to answer before you even open the full history table.

How long has SHUFRO ROSE & CO LLC reported owning MPA?

SHUFRO ROSE & CO LLC reported MPA across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported MPA position in SHUFRO ROSE & CO LLC's portfolio?

The largest reported portfolio weight for MPA was 0.02% in 2026 Q1.

What is the latest reported MPA position on this page?

The most recent filing on this page is 2026 Q1, when SHUFRO ROSE & CO LLC reported 25,000 shares, equal to 0.02% of portfolio, with an estimated market value of $276K.

What does the chart on this MPA ownership page compare?

The chart compares SHUFRO ROSE & CO LLC's quarterly MPA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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