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StoneX Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

StoneX Group’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
Q2 		$276K Buy
+26,779
New +$273K 0.01% 878
2025
Q3 		– Sell
-29,631
Closed -$324K – 946
2025
Q2 		$324K Sell
29,631
-37,557
-56% -$395K 0.02% 636
2025
Q1 		$720K Buy
67,188
+2,380
+4% +$25.5K 0.04% 367
2024
Q4 		$678K Buy
+64,808
New +$705K 0.04% 386

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

StoneX Group's BTZ Position: Q2 2026 in Review

StoneX Group opened a new position in BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026: 26,779 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: StoneX Group previously reported a position in BTZ as recently as Q2 2025.

StoneX Group first reported a position in BTZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $720K in Q1 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • StoneX Group held 26,779 shares of BlackRock Credit Allocation Income Trust worth $276K as of Q2 2026.
  • BlackRock Credit Allocation Income Trust was a new StoneX Group position in Q2 2026.
  • BlackRock Credit Allocation Income Trust made up 0.01% of StoneX Group's portfolio in Q2 2026, its #878 holding.
  • StoneX Group first reported a position in BlackRock Credit Allocation Income Trust in Q4 2024 and has held it in 4 quarters since.
  • StoneX Group's BlackRock Credit Allocation Income Trust position peaked at $720K in Q1 2025.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.