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 Q3	$897K	Buy	96,329 +3,149	+3%	+$31.5K	0.03%	150
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%	+$8.64K	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

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Riverbridge Partners's BTZ Position: Q3 2026 in Review

Riverbridge Partners increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 3.4% in Q3 2026, buying an estimated $31.5K and bringing the position to 96,329 shares worth $897K. The position accounts for 0.03% of the portfolio, ranked #150.

Riverbridge Partners first reported a position in BTZ in Q3 2023 and has held it in 11 quarters since. The position peaked at $952K in Q2 2026. 119 funds tracked by Wall St. Rank hold BTZ as of Q3 2026.

Riverbridge Partners held 96,329 shares of BlackRock Credit Allocation Income Trust worth $897K as of Q3 2026.
Riverbridge Partners bought 3,149 BlackRock Credit Allocation Income Trust shares in Q3 2026, an estimated $31.5K.
BlackRock Credit Allocation Income Trust made up 0.03% of Riverbridge Partners's portfolio in Q3 2026, its #150 holding.
Riverbridge Partners first reported a position in BlackRock Credit Allocation Income Trust in Q3 2023 and has held it in 11 quarters since.
Riverbridge Partners's BlackRock Credit Allocation Income Trust position peaked at $952K in Q2 2026.
119 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2026.

Based on Riverbridge Partners's 13F filing for Q3 2026, filed 5 Nov 2026.