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Larson Financial Group’s BlackRock Income Trust BKT Stock Holding History

Larson Financial Group’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-66
Closed -$698 – 3789
2026
Q1 		$698 Hold
66
– – ﹤0.01% 3253
2025
Q4 		$729 Hold
66
– – ﹤0.01% 3033
2025
Q3 		$742 Hold
66
– – ﹤0.01% 3001
2025
Q2 		$776 Hold
66
– – ﹤0.01% 2732
2025
Q1 		$782 Hold
66
– – ﹤0.01% 2451
2024
Q4 		$760 Hold
66
– – ﹤0.01% 2102
2024
Q3 		$820 Hold
66
– – ﹤0.01% 2026
2024
Q2 		$787 Buy
+66
New +$765 ﹤0.01% 1753

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Larson Financial Group's BKT Position: Q2 2026 in Review

Larson Financial Group sold out of BlackRock Income Trust (BKT) in Q2 2026, closing a stake of 66 shares — an estimated $698 sold.

Larson Financial Group first reported a position in BKT in Q2 2024 and held it in 8 quarters. The position peaked at $820 in Q3 2024. 66 funds tracked by Wall St. Rank hold BKT as of Q2 2026.

  • Larson Financial Group reported no remaining BlackRock Income Trust position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 66 BlackRock Income Trust shares in Q2 2026, an estimated $698.
  • Larson Financial Group first reported a position in BlackRock Income Trust in Q2 2024 and held it in 8 quarters.
  • Larson Financial Group's BlackRock Income Trust position peaked at $820 in Q3 2024.
  • 66 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.