Raymond James Financial’s BlackRock Income Trust BKT Stock Holding History

Raymond James Financial’s Portfolio BKT Stock Details BKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.88M	Sell	935,083 -26,306	-3%	-$289K	﹤0.01%	2034
2025 Q4	$10.6M	Sell	961,389 -178,168	-16%	-$1.98M	﹤0.01%	1915
2025 Q3	$12.8M	Sell	1,139,557 -95,830	-8%	-$1.12M	﹤0.01%	1733
2025 Q2	$14.5M	Buy	1,235,387 +77,724	+7%	+$898K	0.01%	1597
2025 Q1	$13.7M	Buy	1,157,663 +45,257	+4%	+$528K	0.01%	1566
2024 Q4	$12.8M	Buy	+1,112,406	New	+$13.3M	﹤0.01%	1651

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

Raymond James Financial's BKT Position: Q1 2026 in Review

Raymond James Financial reduced its BlackRock Income Trust (BKT) stake by 2.7% in Q1 2026, selling an estimated $289K and leaving 935,083 shares worth $9.88M. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Raymond James Financial first reported a position in BKT in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.5M in Q2 2025. 68 funds tracked by Wall St. Rank hold BKT as of Q1 2026.

Raymond James Financial held 935,083 shares of BlackRock Income Trust worth $9.88M as of Q1 2026.
Raymond James Financial sold 26,306 BlackRock Income Trust shares in Q1 2026, an estimated $289K.
BlackRock Income Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2034 holding.
Raymond James Financial first reported a position in BlackRock Income Trust in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's BlackRock Income Trust position peaked at $14.5M in Q2 2025.
68 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.