Plancorp LLC’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Plancorp LLC’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-32,122	Closed	-$326K	–	382
2025 Q4	$326K	Hold	32,122	–	–	0.01%	273
2025 Q3	$325K	Hold	32,122	–	–	0.01%	284
2025 Q2	$311K	Hold	32,122	–	–	0.01%	291
2025 Q1	$327K	Buy	+32,122	New	+$333K	0.01%	269

Other funds holding BNY

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Plancorp LLC's BNY Position: Q1 2026 in Review

Plancorp LLC sold out of BlackRock New York Municipal Income Trust (BNY) in Q1 2026, closing a stake of 32,122 shares — an estimated $326K sold.

Plancorp LLC first reported a position in BNY in Q1 2025 and held it in 4 quarters. The position peaked at $327K in Q1 2025. 1 fund tracked by Wall St. Rank holds BNY as of Q1 2026.

Plancorp LLC reported no remaining BlackRock New York Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Plancorp LLC sold 32,122 BlackRock New York Municipal Income Trust shares in Q1 2026, an estimated $326K.
Plancorp LLC first reported a position in BlackRock New York Municipal Income Trust in Q1 2025 and held it in 4 quarters.
Plancorp LLC's BlackRock New York Municipal Income Trust position peaked at $327K in Q1 2025.
1 fund tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q1 2026.

Based on Plancorp LLC's 13F filing for Q1 2026, filed 14 Apr 2026.