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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

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
EWL
Emissary Wealth LLC Hackensack, New Jersey $131M AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $119M AUM

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. 61 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.
  • 61 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.