EH
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Equitable Holdings’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Equitable Holdings’s Portfolio BGT Stock Details BGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$367K Buy
34,417
+2,785
+9% +$30.2K ﹤0.01% 1463
2026
Q1 		$358K Buy
31,632
+17,436
+123% +$195K ﹤0.01% 1389
2025
Q4 		$161K Buy
+14,196
New +$164K ﹤0.01% 1509

Other funds holding BGT

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Equitable Holdings's BGT Position: Q2 2026 in Review

Equitable Holdings increased its BlackRock Floating Rate Income Trust (BGT) stake by 8.8% in Q2 2026, buying an estimated $30.2K and bringing the position to 34,417 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Equitable Holdings first reported a position in BGT in Q4 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold BGT as of Q2 2026.

  • Equitable Holdings held 34,417 shares of BlackRock Floating Rate Income Trust worth $367K as of Q2 2026.
  • Equitable Holdings bought 2,785 BlackRock Floating Rate Income Trust shares in Q2 2026, an estimated $30.2K.
  • BlackRock Floating Rate Income Trust made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1463 holding.
  • Equitable Holdings first reported a position in BlackRock Floating Rate Income Trust in Q4 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.