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 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 $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Founders Financial Alliance's BIT Position: Q1 2026 in Review

Founders Financial Alliance increased its BlackRock Multi-Sector Income Trust (BIT) stake by 88% in Q1 2026, buying an estimated $129K and bringing the position to 21,053 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #326.

Founders Financial Alliance first reported a position in BIT in Q3 2020 and has held it in 9 quarters since. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

Founders Financial Alliance held 21,053 shares of BlackRock Multi-Sector Income Trust worth $264K as of Q1 2026.
Founders Financial Alliance bought 9,882 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $129K.
BlackRock Multi-Sector Income Trust made up 0.05% of Founders Financial Alliance's portfolio in Q1 2026, its #326 holding.
Founders Financial Alliance first reported a position in BlackRock Multi-Sector Income Trust in Q3 2020 and has held it in 9 quarters since.
97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.