Cary Street Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Cary Street Partners’s Portfolio BTZ Stock Details BTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.32M	Buy	324,822 +23,041	+8%	+$235K	0.07%	267
2026 Q1	$3.05M	Buy	301,781 +47,403	+19%	+$497K	0.08%	254
2025 Q4	$2.75M	Buy	254,378 +22,229	+10%	+$243K	0.07%	276
2025 Q3	$2.57M	Buy	232,149 +64,647	+39%	+$711K	0.07%	288
2025 Q2	$1.83M	Buy	+167,502	New	+$1.76M	0.05%	323

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Cary Street Partners's BTZ Position: Q2 2026 in Review

Cary Street Partners increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 7.6% in Q2 2026, buying an estimated $235K and bringing the position to 324,822 shares worth $3.32M. The position accounts for 0.07% of the portfolio, ranked #267.

Cary Street Partners first reported a position in BTZ in Q2 2025 and has held it in 5 quarters since. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Cary Street Partners held 324,822 shares of BlackRock Credit Allocation Income Trust worth $3.32M as of Q2 2026.
Cary Street Partners bought 23,041 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $235K.
BlackRock Credit Allocation Income Trust made up 0.07% of Cary Street Partners's portfolio in Q2 2026, its #267 holding.
Cary Street Partners first reported a position in BlackRock Credit Allocation Income Trust in Q2 2025 and has held it in 5 quarters since.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.