Corient Private Wealth
BFK

Corient Private Wealth’s BlackRock Municipal Income Trust BFK Stock Holding History

Corient Private Wealth’s Portfolio BFK Stock Details BFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,929
Closed -$190K – 2657
2025
Q3 		$190K Sell
18,929
-20,511
-52% -$200K ﹤0.01% 2358
2025
Q2 		$378K Hold
39,440
– – ﹤0.01% 1864
2025
Q1 		$390K Buy
+39,440
New +$398K ﹤0.01% 1723

Other funds holding BFK

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Corient Private Wealth's BFK Position: Q4 2025 in Review

Corient Private Wealth sold out of BlackRock Municipal Income Trust (BFK) in Q4 2025, closing a stake of 18,929 shares — an estimated $190K sold.

Corient Private Wealth first reported a position in BFK in Q1 2025 and held it in 3 quarters. The position peaked at $390K in Q1 2025. 86 funds tracked by Wall St. Rank hold BFK as of Q4 2025.

  • Corient Private Wealth reported no remaining BlackRock Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 18,929 BlackRock Municipal Income Trust shares in Q4 2025, an estimated $190K.
  • Corient Private Wealth first reported a position in BlackRock Municipal Income Trust in Q1 2025 and held it in 3 quarters.
  • Corient Private Wealth's BlackRock Municipal Income Trust position peaked at $390K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.