Riverbridge Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Riverbridge Partners’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	$952K	Buy	+93,180	New	+$952K	0.03%	152
2025 Q4	–	Sell	-43,627	Closed	-$482K	–	190
2025 Q3	$482K	Sell	43,627 -21,859	-33%	-$240K	0.01%	157
2025 Q2	$715K	Buy	65,486 +2,218	+4%	+$23.3K	0.01%	141
2025 Q1	$678K	Buy	63,268 +6,568	+12%	+$70.3K	0.01%	141
2024 Q4	$593K	Buy	56,700 +547	+1%	+$5.95K	0.01%	141
2024 Q3	$633K	Buy	56,153 +791	+1%	+$8.63K	0.01%	137
2024 Q2	$593K	Buy	55,362 +2,148	+4%	+$22.4K	0.01%	143
2024 Q1	$569K	Buy	53,214 +2,198	+4%	+$23.6K	0.01%	137
2023 Q4	$526K	Buy	51,016 +34,712	+213%	+$340K	0.01%	152
2023 Q3	$158K	Buy	+16,304	New	+$164K	﹤0.01%	187

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Riverbridge Partners's BTZ Position: Q2 2026 in Review

Riverbridge Partners opened a new position in BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026: 93,180 shares worth $952K. The stake represents 0.03% of the portfolio and ranks #152 among its holdings. This is a return to the name: Riverbridge Partners previously reported a position in BTZ as recently as Q3 2025.

Riverbridge Partners first reported a position in BTZ in Q3 2023 and has held it in 10 quarters since. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Riverbridge Partners held 93,180 shares of BlackRock Credit Allocation Income Trust worth $952K as of Q2 2026.
BlackRock Credit Allocation Income Trust was a new Riverbridge Partners position in Q2 2026.
BlackRock Credit Allocation Income Trust made up 0.03% of Riverbridge Partners's portfolio in Q2 2026, its #152 holding.
Riverbridge Partners first reported a position in BlackRock Credit Allocation Income Trust in Q3 2023 and has held it in 10 quarters since.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.