Live Oak Private Wealth’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Live Oak Private Wealth’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	$141K	Hold	11,709	–	–	0.02%	201
2025 Q4	$129K	Hold	11,709	–	–	0.02%	194
2025 Q3	$119K	Hold	11,709	–	–	0.02%	189
2025 Q2	$111K	Hold	11,709	–	–	0.02%	187
2025 Q1	$109K	Sell	11,709 -1,491	-11%	-$13.6K	0.02%	184
2024 Q4	$113K	Hold	13,200	–	–	0.02%	179
2024 Q3	$127K	Hold	13,200	–	–	0.02%	174
2024 Q2	$121K	Hold	13,200	–	–	0.02%	170
2024 Q1	$120K	Hold	13,200	–	–	0.02%	165
2023 Q4	$117K	Hold	13,200	–	–	0.02%	165
2023 Q3	$122K	Hold	13,200	–	–	0.03%	156
2023 Q2	$120K	Hold	13,200	–	–	0.02%	163
2023 Q1	$126K	Hold	13,200	–	–	0.03%	160
2022 Q4	$132K	Hold	13,200	–	–	0.03%	167
2022 Q3	$115K	Hold	13,200	–	–	0.03%	169
2022 Q2	$119K	Hold	13,200	–	–	0.03%	169
2022 Q1	$146K	Hold	13,200	–	–	0.03%	166
2021 Q4	$123K	Hold	13,200	–	–	0.02%	174
2021 Q3	$118K	Hold	13,200	–	–	0.02%	172
2021 Q2	$124K	Hold	13,200	–	–	0.03%	160
2021 Q1	$117K	Hold	13,200	–	–	0.03%	153
2020 Q4	$98K	Hold	13,200	–	–	0.03%	144
2020 Q3	$79K	Hold	13,200	–	–	0.03%	132
2020 Q2	$81K	Buy	+13,200	New	+$76K	0.03%	132

Other funds holding BCX

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

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

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 St Petersburg, Florida $324B AUM 22.36% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Live Oak Private Wealth's BCX Position: Q1 2026 in Review

Live Oak Private Wealth held its BlackRock Resources & Commodities Strategy Trust (BCX) position steady in Q1 2026 at 11,709 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #201.

Live Oak Private Wealth first reported a position in BCX in Q2 2020 and has held it in 24 quarters since. The position peaked at $146K in Q1 2022. 135 funds tracked by Wall St. Rank hold BCX as of Q1 2026.

Live Oak Private Wealth held 11,709 shares of BlackRock Resources & Commodities Strategy Trust worth $141K as of Q1 2026.
Live Oak Private Wealth left its BlackRock Resources & Commodities Strategy Trust share count unchanged in Q1 2026.
BlackRock Resources & Commodities Strategy Trust made up 0.02% of Live Oak Private Wealth's portfolio in Q1 2026, its #201 holding.
Live Oak Private Wealth first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2020 and has held it in 24 quarters since.
Live Oak Private Wealth's BlackRock Resources & Commodities Strategy Trust position peaked at $146K in Q1 2022.
135 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q1 2026.

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