Dakota Wealth Management’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Dakota Wealth Management’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-22,300	Closed	-$226K	–	774
2025 Q4	$226K	Buy	22,300 +11,300	+103%	+$115K	﹤0.01%	714
2025 Q3	$111K	Hold	11,000	–	–	﹤0.01%	635
2025 Q2	$106K	Hold	11,000	–	–	﹤0.01%	754
2025 Q1	$112K	Hold	11,000	–	–	﹤0.01%	739
2024 Q4	$112K	Buy	+11,000	New	+$117K	﹤0.01%	733
2020 Q3	–	Sell	-13,300	Closed	-$179K	–	296
2020 Q2	$179K	Hold	13,300	–	–	0.03%	260
2020 Q1	$176K	Sell	13,300 -2,617	-16%	-$36.4K	0.04%	236
2019 Q4	$223K	Hold	15,917	–	–	0.04%	276
2019 Q3	$225K	Hold	15,917	–	–	0.04%	271
2019 Q2	$215K	Sell	15,917 -8,000	-33%	-$107K	0.04%	260
2019 Q1	$312K	Hold	23,917	–	–	0.06%	229
2018 Q4	$293K	Buy	23,917 +11,800	+97%	+$142K	0.07%	220
2018 Q3	$147K	Buy	+12,117	New	+$151K	0.03%	271

Other funds holding BNY

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Dakota Wealth Management's BNY Position: Q1 2026 in Review

Dakota Wealth Management sold out of BlackRock New York Municipal Income Trust (BNY) in Q1 2026, closing a stake of 22,300 shares — an estimated $226K sold.

Dakota Wealth Management first reported a position in BNY in Q3 2018 and held it in 13 quarters. The position peaked at $312K in Q1 2019. 1 fund tracked by Wall St. Rank holds BNY as of Q1 2026.

Dakota Wealth Management reported no remaining BlackRock New York Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Dakota Wealth Management sold 22,300 BlackRock New York Municipal Income Trust shares in Q1 2026, an estimated $226K.
Dakota Wealth Management first reported a position in BlackRock New York Municipal Income Trust in Q3 2018 and held it in 13 quarters.
Dakota Wealth Management's BlackRock New York Municipal Income Trust position peaked at $312K in Q1 2019.
1 fund tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.