SC
BGT icon

Savant Capital’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Savant Capital’s Portfolio BGT Stock Details BGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,401
Closed -$231K – 1510
2025
Q4 		$231K Buy
+20,401
New +$236K ﹤0.01% 1215

Other funds holding BGT

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Savant Capital's BGT Position: Q1 2026 in Review

Savant Capital sold out of BlackRock Floating Rate Income Trust (BGT) in Q1 2026, closing a stake of 20,401 shares — an estimated $231K sold.

Savant Capital first reported a position in BGT in Q4 2025 and held it in 1 quarter. The position peaked at $231K in Q4 2025. 76 funds tracked by Wall St. Rank hold BGT as of Q1 2026.

  • Savant Capital reported no remaining BlackRock Floating Rate Income Trust position as of Q1 2026 after selling out during the quarter.
  • Savant Capital sold 20,401 BlackRock Floating Rate Income Trust shares in Q1 2026, an estimated $231K.
  • Savant Capital first reported a position in BlackRock Floating Rate Income Trust in Q4 2025 and held it in 1 quarter.
  • Savant Capital's BlackRock Floating Rate Income Trust position peaked at $231K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.