Founders Financial Alliance’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Founders Financial Alliance’s Portfolio BIT Stock Details BIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$318K	Buy	25,413 +4,360	+21%	+$54.9K	0.04%	330
2026 Q1	$264K	Buy	21,053 +9,882	+88%	+$129K	0.05%	326
2025 Q4	$146K	Sell	11,171 -6,071	-35%	-$80.1K	0.03%	371
2025 Q3	$231K	Buy	+17,242	New	+$244K	0.04%	347
2025 Q2	–	Sell	-12,309	Closed	-$178K	–	550
2025 Q1	$178K	Buy	+12,309	New	+$180K	0.04%	348
2023 Q1	–	Sell	-10,005	Closed	-$142K	–	460
2022 Q4	$142K	Sell	10,005 -377	-4%	-$5.52K	0.07%	242
2022 Q3	$148K	Buy	10,382 +22	+0.2%	+$340	0.08%	232
2022 Q2	$147K	Buy	+10,360	New	+$157K	0.07%	228
2021 Q1	–	Sell	-10,107	Closed	-$179K	–	462
2020 Q4	$179K	Buy	10,107 +18	+0.2%	+$297	0.1%	200
2020 Q3	$160K	Buy	+10,089	New	+$157K	0.1%	187

Other funds holding BIT

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Founders Financial Alliance's BIT Position: Q2 2026 in Review

Founders Financial Alliance increased its BlackRock Multi-Sector Income Trust (BIT) stake by 21% in Q2 2026, buying an estimated $54.9K and bringing the position to 25,413 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #330.

Founders Financial Alliance first reported a position in BIT in Q3 2020 and has held it in 10 quarters since. 99 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

Founders Financial Alliance held 25,413 shares of BlackRock Multi-Sector Income Trust worth $318K as of Q2 2026.
Founders Financial Alliance bought 4,360 BlackRock Multi-Sector Income Trust shares in Q2 2026, an estimated $54.9K.
BlackRock Multi-Sector Income Trust made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #330 holding.
Founders Financial Alliance first reported a position in BlackRock Multi-Sector Income Trust in Q3 2020 and has held it in 10 quarters since.
99 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.