Stifel Financial
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Stifel Financial’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Stifel Financial’s Portfolio BIT Stock Details BIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$276K Buy
22,049
+2,928
+15% +$38.1K ﹤0.01% 3238
2025
Q4 		$250K Sell
19,121
-107
-0.6% -$1.41K ﹤0.01% 3262
2025
Q3 		$257K Buy
19,228
+923
+5% +$13.1K ﹤0.01% 3208
2025
Q2 		$267K Buy
18,305
+226
+1% +$3.2K ﹤0.01% 3112
2025
Q1 		$262K Buy
18,079
+502
+3% +$7.35K ﹤0.01% 3050
2024
Q4 		$257K Buy
17,577
+20
+0.1% +$295 ﹤0.01% 3042
2024
Q3 		$267K Buy
17,557
+398
+2% +$5.9K ﹤0.01% 3013
2024
Q2 		$250K Buy
17,159
+5
+0% +$76 ﹤0.01% 3005
2024
Q1 		$272K Buy
17,154
+1,145
+7% +$17.6K ﹤0.01% 2965
2023
Q4 		$240K Sell
16,009
-217
-1% -$3.18K ﹤0.01% 2972
2023
Q3 		$235K Buy
16,226
+860
+6% +$12.6K ﹤0.01% 2914
2023
Q2 		$221K Buy
15,366
+877
+6% +$12.7K ﹤0.01% 2991
2023
Q1 		$211K Sell
14,489
-466
-3% -$6.9K ﹤0.01% 3022
2022
Q4 		$213K Buy
14,955
+334
+2% +$4.89K ﹤0.01% 2952
2022
Q3 		$208K Sell
14,621
-11,709
-44% -$181K ﹤0.01% 2928
2022
Q2 		$374K Buy
26,330
+342
+1% +$5.18K ﹤0.01% 2627
2022
Q1 		$428K Sell
25,988
-1,201
-4% -$19.8K ﹤0.01% 2661
2021
Q4 		$493K Buy
27,189
+2,404
+10% +$44.7K ﹤0.01% 2592
2021
Q3 		$464K Hold
24,785
– – ﹤0.01% 2611
2021
Q2 		$463K Sell
24,785
-102,728
-81% -$1.91M ﹤0.01% 2628
2021
Q1 		$2.3M Sell
127,513
-2,728
-2% -$48.1K ﹤0.01% 1436
2020
Q4 		$2.28M Sell
130,241
-6,568
-5% -$108K ﹤0.01% 1308
2020
Q3 		$2.16M Sell
136,809
-23,117
-14% -$361K ﹤0.01% 1173
2020
Q2 		$2.31M Sell
159,926
-12,719
-7% -$173K 0.01% 1078
2020
Q1 		$2.08M Buy
172,645
+19,067
+12% +$288K 0.01% 1021
2019
Q4 		$2.48M Buy
153,578
+4,437
+3% +$75.4K 0.01% 1200
2019
Q3 		$2.56M Sell
149,141
-1,182
-0.8% -$20.3K 0.01% 1168
2019
Q2 		$2.62M Sell
150,323
-8,540
-5% -$145K 0.01% 1171
2019
Q1 		$2.63M Sell
158,863
-16,340
-9% -$268K 0.01% 1096
2018
Q4 		$2.69M Sell
175,203
-107,597
-38% -$1.75M 0.01% 1018
2018
Q3 		$4.78M Buy
282,800
+23,663
+9% +$410K 0.01% 865
2018
Q2 		$4.43M Buy
259,137
+150,930
+139% +$2.57M 0.01% 868
2018
Q1 		$1.81M Buy
108,207
+68,349
+171% +$1.2M 0.01% 1222
2017
Q4 		$724K Buy
39,858
+1,739
+5% +$31.9K ﹤0.01% 1715
2017
Q3 		$713K Sell
38,119
-869
-2% -$15.9K ﹤0.01% 1679
2017
Q2 		$709K Buy
38,988
+2,327
+6% +$41.4K ﹤0.01% 1667
2017
Q1 		$635K Sell
36,661
-1,415
-4% -$24.3K ﹤0.01% 1681
2016
Q4 		$628K Sell
38,076
-5,571
-13% -$91.8K ﹤0.01% 1651
2016
Q3 		$746K Sell
43,647
-24,898
-36% -$423K ﹤0.01% 1499
2016
Q2 		$1.13M Sell
68,545
-3,223
-4% -$52.5K 0.01% 1275
2016
Q1 		$1.14M Sell
71,768
-2,459
-3% -$37.8K 0.01% 1177
2015
Q4 		$1.17M Buy
+74,227
New +$1.18M 0.01% 1220

Other funds holding BIT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Stifel Financial's BIT Position: Q1 2026 in Review

Stifel Financial increased its BlackRock Multi-Sector Income Trust (BIT) stake by 15% in Q1 2026, buying an estimated $38.1K and bringing the position to 22,049 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

Stifel Financial first reported a position in BIT in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.78M in Q3 2018. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

  • Stifel Financial held 22,049 shares of BlackRock Multi-Sector Income Trust worth $276K as of Q1 2026.
  • Stifel Financial bought 2,928 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $38.1K.
  • BlackRock Multi-Sector Income Trust made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3238 holding.
  • Stifel Financial first reported a position in BlackRock Multi-Sector Income Trust in Q4 2015 and has held it in 42 quarters since.
  • Stifel Financial's BlackRock Multi-Sector Income Trust position peaked at $4.78M in Q3 2018.
  • 97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.