Steward Partners Investment Advisory’s BlackRock Debt Strategies Fund DSU Stock Holding History

Steward Partners Investment Advisory’s Portfolio DSU Stock Details DSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.8K	Hold	3,000	–	–	﹤0.01%	3064
2025 Q4	$30.5K	Sell	3,000 -2,020	-40%	-$20.8K	﹤0.01%	2939
2025 Q3	$53.3K	Buy	5,020 +56	+1%	+$592	﹤0.01%	2576
2025 Q2	$52.4K	Buy	4,964 +55	+1%	+$566	﹤0.01%	2453
2025 Q1	$51.2K	Buy	4,909 +52	+1%	+$555	﹤0.01%	2373
2024 Q4	$52.3K	Buy	4,857 +50	+1%	+$544	﹤0.01%	2309
2024 Q3	$53K	Buy	4,807 +48	+1%	+$524	﹤0.01%	2205
2024 Q2	$51.6K	Buy	4,759 +48	+1%	+$521	﹤0.01%	2086
2024 Q1	$52.1K	Buy	4,711 +45	+1%	+$495	﹤0.01%	2087
2023 Q4	$50.3K	Buy	4,666 +44	+1%	+$453	﹤0.01%	1992
2023 Q3	$47.5K	Buy	4,622 +43	+0.9%	+$433	﹤0.01%	1936
2023 Q2	$44.8K	Buy	4,579 +443	+11%	+$4.23K	﹤0.01%	1931
2023 Q1	$39.3K	Buy	4,136 +36	+0.9%	+$347	﹤0.01%	1961
2022 Q4	$37.7K	Hold	4,100	–	–	﹤0.01%	1949
2022 Q3	$37K	Buy	4,100 +450	+12%	+$4.28K	﹤0.01%	1928
2022 Q2	$33K	Buy	3,650 +150	+4%	+$1.46K	﹤0.01%	1989
2022 Q1	$36K	Hold	3,500	–	–	﹤0.01%	2083
2021 Q4	$41K	Hold	3,500	–	–	﹤0.01%	2002
2021 Q3	$40K	Hold	3,500	–	–	﹤0.01%	2000
2021 Q2	$40K	Hold	3,500	–	–	﹤0.01%	3773
2021 Q1	$38.5K	Hold	3,500	–	–	﹤0.01%	2120
2020 Q4	$37K	Hold	3,500	–	–	﹤0.01%	1806
2020 Q3	$35K	Hold	3,500	–	–	﹤0.01%	1653
2020 Q2	$33K	Hold	3,500	–	–	﹤0.01%	1582
2020 Q1	$29K	Hold	3,500	–	–	﹤0.01%	1466
2019 Q4	$39K	Hold	3,500	–	–	﹤0.01%	1504
2019 Q3	$37K	Buy	3,500 +1,000	+40%	+$10.8K	﹤0.01%	1483
2019 Q2	$26K	Buy	+2,500	New	+$26.9K	﹤0.01%	1598
2017 Q4	–	Sell	-2,067	Closed	-$24K	–	1883
2017 Q3	$24K	Buy	+2,067	New	+$24K	﹤0.01%	887

Other funds holding DSU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Steward Partners Investment Advisory's DSU Position: Q1 2026 in Review

Steward Partners Investment Advisory held its BlackRock Debt Strategies Fund (DSU) position steady in Q1 2026 at 3,000 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

Steward Partners Investment Advisory first reported a position in DSU in Q3 2017 and has held it in 29 quarters since. The position peaked at $53.3K in Q3 2025. 90 funds tracked by Wall St. Rank hold DSU as of Q1 2026.

Steward Partners Investment Advisory held 3,000 shares of BlackRock Debt Strategies Fund worth $28.8K as of Q1 2026.
Steward Partners Investment Advisory left its BlackRock Debt Strategies Fund share count unchanged in Q1 2026.
BlackRock Debt Strategies Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3064 holding.
Steward Partners Investment Advisory first reported a position in BlackRock Debt Strategies Fund in Q3 2017 and has held it in 29 quarters since.
Steward Partners Investment Advisory's BlackRock Debt Strategies Fund position peaked at $53.3K in Q3 2025.
90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.