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Kapstone Financial Advisors’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Kapstone Financial Advisors’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 		$211K Hold
19,830
– – 0.09% 158
2026
Q1 		$213K Buy
+19,830
New +$221K 0.1% 134

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

Kapstone Financial Advisors's BGT Position: Q2 2026 in Review

Kapstone Financial Advisors held its BlackRock Floating Rate Income Trust (BGT) position steady in Q2 2026 at 19,830 shares worth $211K. The position accounts for 0.09% of the portfolio, ranked #158.

Kapstone Financial Advisors first reported a position in BGT in Q1 2026 and has held it in 2 quarters since. The position peaked at $213K in Q1 2026. 77 funds tracked by Wall St. Rank hold BGT as of Q2 2026.

  • Kapstone Financial Advisors held 19,830 shares of BlackRock Floating Rate Income Trust worth $211K as of Q2 2026.
  • Kapstone Financial Advisors left its BlackRock Floating Rate Income Trust share count unchanged in Q2 2026.
  • BlackRock Floating Rate Income Trust made up 0.09% of Kapstone Financial Advisors's portfolio in Q2 2026, its #158 holding.
  • Kapstone Financial Advisors first reported a position in BlackRock Floating Rate Income Trust in Q1 2026 and has held it in 2 quarters since.
  • Kapstone Financial Advisors's BlackRock Floating Rate Income Trust position peaked at $213K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.