StoneX Group’s BlackRock Income Trust BKT Stock Holding History

StoneX Group’s Portfolio BKT Stock Details BKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-23,837	Closed	-$263K	–	944
2025 Q4	$263K	Buy	+23,837	New	+$265K	0.01%	758

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

StoneX Group's BKT Position: Q1 2026 in Review

StoneX Group sold out of BlackRock Income Trust (BKT) in Q1 2026, closing a stake of 23,837 shares — an estimated $263K sold.

StoneX Group first reported a position in BKT in Q4 2025 and held it in 1 quarter. The position peaked at $263K in Q4 2025. 71 funds tracked by Wall St. Rank hold BKT as of Q1 2026.

StoneX Group reported no remaining BlackRock Income Trust position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 23,837 BlackRock Income Trust shares in Q1 2026, an estimated $263K.
StoneX Group first reported a position in BlackRock Income Trust in Q4 2025 and held it in 1 quarter.
StoneX Group's BlackRock Income Trust position peaked at $263K in Q4 2025.
71 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.