Raymond James Financial
BTZ icon

Raymond James Financial’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Raymond James Financial’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
Q1 		$15.3M Sell
1,512,252
-1,018
-0.1% -$10.7K ﹤0.01% 1659
2025
Q4 		$16.4M Sell
1,513,270
-7,416
-0.5% -$81.2K 0.01% 1580
2025
Q3 		$16.8M Buy
1,520,686
+36,757
+2% +$404K 0.01% 1530
2025
Q2 		$16.2M Buy
1,483,929
+117,660
+9% +$1.24M 0.01% 1525
2025
Q1 		$14.6M Buy
1,366,269
+11,395
+0.8% +$122K 0.01% 1527
2024
Q4 		$14.2M Buy
+1,354,874
New +$14.7M 0.01% 1574

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

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

Raymond James Financial reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 0.07% in Q1 2026, selling an estimated $10.7K and leaving 1,512,252 shares worth $15.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Raymond James Financial first reported a position in BTZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.8M in Q3 2025. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

  • Raymond James Financial held 1,512,252 shares of BlackRock Credit Allocation Income Trust worth $15.3M as of Q1 2026.
  • Raymond James Financial sold 1,018 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $10.7K.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1659 holding.
  • Raymond James Financial first reported a position in BlackRock Credit Allocation Income Trust in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's BlackRock Credit Allocation Income Trust position peaked at $16.8M in Q3 2025.
  • 154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

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