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Northstar Financial Companies’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Northstar Financial Companies’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 		$133K Hold
13,004
– – 0.09% 116
2026
Q1 		$131K Buy
+13,004
New +$136K 0.1% 111
2025
Q4 		– Sell
-14,617
Closed -$162K – 115
2025
Q3 		$162K Hold
14,617
– – 0.15% 97
2025
Q2 		$160K Hold
14,617
– – 0.17% 97
2025
Q1 		$157K Hold
14,617
– – 0.17% 102
2024
Q4 		$153K Buy
+14,617
New +$159K 0.14% 105

Other funds holding BTZ

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return
EWL
Emissary Wealth LLC Hackensack, New Jersey $131M AUM
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Northstar Financial Companies's BTZ Position: Q2 2026 in Review

Northstar Financial Companies held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q2 2026 at 13,004 shares worth $133K. The position accounts for 0.09% of the portfolio, ranked #116.

Northstar Financial Companies first reported a position in BTZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $162K in Q3 2025. 90 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Northstar Financial Companies held 13,004 shares of BlackRock Credit Allocation Income Trust worth $133K as of Q2 2026.
  • Northstar Financial Companies left its BlackRock Credit Allocation Income Trust share count unchanged in Q2 2026.
  • BlackRock Credit Allocation Income Trust made up 0.09% of Northstar Financial Companies's portfolio in Q2 2026, its #116 holding.
  • Northstar Financial Companies first reported a position in BlackRock Credit Allocation Income Trust in Q4 2024 and has held it in 6 quarters since.
  • Northstar Financial Companies's BlackRock Credit Allocation Income Trust position peaked at $162K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.