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Legacy Financial Independent Advisors’s BlackRock Floating Rate Income Strategies Fund FRA Stock Holding History

Legacy Financial Independent Advisors’s Portfolio FRA Stock Details FRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$393K Sell
35,746
-9,299
-21% -$103K 0.18% 83
2026
Q1 		$496K Buy
+45,045
New +$515K 0.26% 70

Other funds holding FRA

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
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Legacy Financial Independent Advisors's FRA Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its BlackRock Floating Rate Income Strategies Fund (FRA) stake by 21% in Q2 2026, selling an estimated $103K and leaving 35,746 shares worth $393K. The position accounts for 0.18% of the portfolio, ranked #83.

Legacy Financial Independent Advisors first reported a position in FRA in Q1 2026 and has held it in 2 quarters since. The position peaked at $496K in Q1 2026. 84 funds tracked by Wall St. Rank hold FRA as of Q2 2026.

  • Legacy Financial Independent Advisors held 35,746 shares of BlackRock Floating Rate Income Strategies Fund worth $393K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 9,299 BlackRock Floating Rate Income Strategies Fund shares in Q2 2026, an estimated $103K.
  • BlackRock Floating Rate Income Strategies Fund made up 0.18% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #83 holding.
  • Legacy Financial Independent Advisors first reported a position in BlackRock Floating Rate Income Strategies Fund in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's BlackRock Floating Rate Income Strategies Fund position peaked at $496K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Strategies Fund as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.