KPWS
BCX icon

Kestra Private Wealth Services’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Kestra Private Wealth Services’s Portfolio BCX Stock Details BCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$170K Sell
14,122
-1,001
-7% -$12.3K ﹤0.01% 1659
2025
Q4 		$166K Hold
15,123
– – ﹤0.01% 1617
2025
Q3 		$154K Hold
15,123
– – ﹤0.01% 1586
2025
Q2 		$143K Hold
15,123
– – ﹤0.01% 1536
2025
Q1 		$141K Sell
15,123
-702
-4% -$6.39K ﹤0.01% 1432
2024
Q4 		$135K Hold
15,825
– – ﹤0.01% 1354
2024
Q3 		$152K Hold
15,825
– – ﹤0.01% 1290
2024
Q2 		$145K Hold
15,825
– – ﹤0.01% 1263
2024
Q1 		$144K Hold
15,825
– – ﹤0.01% 1222
2023
Q4 		$141K Hold
15,825
– – ﹤0.01% 1125
2023
Q3 		$146K Sell
15,825
-1,444
-8% -$13.5K ﹤0.01% 1060
2023
Q2 		$157K Sell
17,269
-5,215
-23% -$48.5K 0.01% 985
2023
Q1 		$214K Hold
22,484
– – 0.01% 900
2022
Q4 		$224K Sell
22,484
-1,703
-7% -$16.2K 0.01% 767
2022
Q3 		$210K Buy
24,187
+1,603
+7% +$14.4K 0.01% 770
2022
Q2 		$203K Sell
22,584
-4,144
-16% -$43.9K 0.01% 799
2022
Q1 		$295K Sell
26,728
-489
-2% -$4.99K 0.01% 756
2021
Q4 		$254K Buy
27,217
+88
+0.3% +$821 0.01% 832
2021
Q3 		$242K Buy
27,129
+34
+0.1% +$311 0.01% 786
2021
Q2 		$255K Buy
27,095
+1,033
+4% +$9.92K 0.02% 724
2021
Q1 		$231K Buy
26,062
+976
+4% +$8.45K 0.02% 691
2020
Q4 		$189K Buy
25,086
+1,132
+5% +$7.4K 0.01% 673
2020
Q3 		$143K Buy
+23,954
New +$152K 0.01% 624

Other funds holding BCX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Kestra Private Wealth Services's BCX Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its BlackRock Resources & Commodities Strategy Trust (BCX) stake by 6.6% in Q1 2026, selling an estimated $12.3K and leaving 14,122 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Kestra Private Wealth Services first reported a position in BCX in Q3 2020 and has held it in 23 quarters since. The position peaked at $295K in Q1 2022. 135 funds tracked by Wall St. Rank hold BCX as of Q1 2026.

  • Kestra Private Wealth Services held 14,122 shares of BlackRock Resources & Commodities Strategy Trust worth $170K as of Q1 2026.
  • Kestra Private Wealth Services sold 1,001 BlackRock Resources & Commodities Strategy Trust shares in Q1 2026, an estimated $12.3K.
  • BlackRock Resources & Commodities Strategy Trust made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1659 holding.
  • Kestra Private Wealth Services first reported a position in BlackRock Resources & Commodities Strategy Trust in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's BlackRock Resources & Commodities Strategy Trust position peaked at $295K in Q1 2022.
  • 135 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.