Waverly Advisors’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Waverly Advisors’s Portfolio BCX Stock Details BCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$529K	Sell	46,809 -1,645	-3%	-$19.8K	﹤0.01%	1155
2026 Q1	$584K	Buy	48,454 +2,823	+6%	+$34.8K	﹤0.01%	1009
2025 Q4	$501K	Sell	45,631 -422	-0.9%	-$4.33K	﹤0.01%	1013
2025 Q3	$468K	Sell	46,053 -3,306	-7%	-$32.5K	﹤0.01%	866
2025 Q2	$466K	Sell	49,359 -937	-2%	-$8.53K	0.01%	820
2025 Q1	$469K	Sell	50,296 -441	-0.9%	-$4.01K	0.01%	797
2024 Q4	$433K	Buy	+50,737	New	+$470K	0.01%	715
2019 Q3	–	Sell	-16,171	Closed	-$132K	–	134
2019 Q2	$132K	Hold	16,171	–	–	0.02%	124
2019 Q1	$132K	Hold	16,171	–	–	0.02%	123
2018 Q4	$114K	Hold	16,171	–	–	0.02%	112
2018 Q3	$147K	Hold	16,171	–	–	0.02%	186
2018 Q2	$150K	Buy	+16,171	New	+$153K	0.02%	181
2015 Q4	–	Sell	-5,616	Closed	-$40K	–	155
2015 Q3	$40K	Hold	5,616	–	–	0.03%	165
2015 Q2	$51K	Buy	+5,616	New	+$54.4K	0.03%	135
2014 Q1	–	Sell	-4,628	Closed	-$54K	–	696
2013 Q4	$54K	Hold	4,628	–	–	0.02%	316
2013 Q3	$54K	Buy	+4,628	New	+$54.1K	0.03%	233

Other funds holding BCX

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Waverly Advisors's BCX Position: Q2 2026 in Review

Waverly Advisors reduced its BlackRock Resources & Commodities Strategy Trust (BCX) stake by 3.4% in Q2 2026, selling an estimated $19.8K and leaving 46,809 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Waverly Advisors first reported a position in BCX in Q3 2013 and has held it in 16 quarters since. The position peaked at $584K in Q1 2026. 137 funds tracked by Wall St. Rank hold BCX as of Q2 2026.

Waverly Advisors held 46,809 shares of BlackRock Resources & Commodities Strategy Trust worth $529K as of Q2 2026.
Waverly Advisors sold 1,645 BlackRock Resources & Commodities Strategy Trust shares in Q2 2026, an estimated $19.8K.
BlackRock Resources & Commodities Strategy Trust made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1155 holding.
Waverly Advisors first reported a position in BlackRock Resources & Commodities Strategy Trust in Q3 2013 and has held it in 16 quarters since.
Waverly Advisors's BlackRock Resources & Commodities Strategy Trust position peaked at $584K in Q1 2026.
137 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.