West Branch Capital LLC MQY BLACKROCK MUNIYILD QULT FD I

Ownership history in West Branch Capital LLC  ·  10 quarters on record

AI Ownership Summary

West Branch Capital LLC reported BLACKROCK MUNIYILD QULT FD I (MQY) in 10 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows MQY at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MQY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was West Branch Capital LLC's position in BLACKROCK MUNIYILD QULT FD I, 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 Q2

MQY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

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 Q2

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.

How West Branch Capital LLC held MQY — position size vs. price
% of Fund (quarterly)    MQY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 1,200 0% 0.00% $14K 2026-07-10 $11.57
2026 Q1 UNCHANGED 1,200 0% 0.00% $13K 2026-04-14 $11.37
2025 Q4 UNCHANGED 1,200 0% 0.00% $14K 2026-01-16 $11.33
2025 Q3 UNCHANGED 1,200 0% 0.00% $14K 2025-10-21 $11.17
2025 Q2 ADDED 1,200 +500 +71.4% 0.00% $13K 2025-07-16 $10.36
2025 Q1 ADDED 700 +100 +16.7% 0.00% $8K 2025-04-16 $10.17
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About West Branch Capital LLC and MQY

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

How long has West Branch Capital LLC reported owning MQY?

West Branch Capital LLC reported MQY across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported MQY position in West Branch Capital LLC's portfolio?

The largest reported portfolio weight for MQY was 0.00% in 2025 Q2.

What is the latest reported MQY position on this page?

The most recent filing on this page is 2026 Q2, when West Branch Capital LLC reported 1,200 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this MQY ownership page compare?

The chart compares West Branch Capital LLC's quarterly MQY 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.

How well did West Branch Capital LLC time their MQY position?

Based on 13F filing dates vs. subsequent MQY price moves, West Branch Capital LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MQY relative to SPY over the holding period was -19.3%.

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