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PlanVest Financial’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

PlanVest Financial’s Portfolio BIT Stock Details BIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.7K Hold
4,611
– – 0.04% 205
2026
Q1 		$57.7K Buy
+4,611
New +$60K 0.04% 194

Other funds holding BIT

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PlanVest Financial's BIT Position: Q2 2026 in Review

PlanVest Financial held its BlackRock Multi-Sector Income Trust (BIT) position steady in Q2 2026 at 4,611 shares worth $57.7K. The position accounts for 0.04% of the portfolio, ranked #205.

PlanVest Financial first reported a position in BIT in Q1 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

  • PlanVest Financial held 4,611 shares of BlackRock Multi-Sector Income Trust worth $57.7K as of Q2 2026.
  • PlanVest Financial left its BlackRock Multi-Sector Income Trust share count unchanged in Q2 2026.
  • BlackRock Multi-Sector Income Trust made up 0.04% of PlanVest Financial's portfolio in Q2 2026, its #205 holding.
  • PlanVest Financial first reported a position in BlackRock Multi-Sector Income Trust in Q1 2026 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

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