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Marex Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Marex Group’s Portfolio BTZ Stock Details BTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$521K Buy
+51,000
New +$521K ﹤0.01% 687
2025
Q1 		– Sell
-71,200
Closed -$745K – 711
2024
Q4 		$745K Buy
+71,200
New +$775K 0.01% 284
2024
Q3 		– Sell
-16,904
Closed -$181K – 644
2024
Q2 		$181K Buy
+16,904
New +$177K ﹤0.01% 520

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Marex Group's BTZ Position: Q2 2026 in Review

Marex Group opened a new position in BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026: 51,000 shares worth $521K. The stake represents ﹤0.01% of the portfolio and ranks #687 among its holdings. This is a return to the name: Marex Group previously reported a position in BTZ as recently as Q4 2024.

Marex Group first reported a position in BTZ in Q2 2024 and has held it in 3 quarters since. The position peaked at $745K in Q4 2024. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Marex Group held 51,000 shares of BlackRock Credit Allocation Income Trust worth $521K as of Q2 2026.
  • BlackRock Credit Allocation Income Trust was a new Marex Group position in Q2 2026.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of Marex Group's portfolio in Q2 2026, its #687 holding.
  • Marex Group first reported a position in BlackRock Credit Allocation Income Trust in Q2 2024 and has held it in 3 quarters since.
  • Marex Group's BlackRock Credit Allocation Income Trust position peaked at $745K in Q4 2024.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

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