Wellspring Financial Advisors’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Wellspring Financial Advisors’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-27,300	Closed	-$277K	–	285
2025 Q4	$277K	Buy	27,300 +12,300	+82%	+$126K	0.02%	211
2025 Q3	$152K	Buy	+15,000	New	+$145K	0.01%	167

Other funds holding BNY

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Wellspring Financial Advisors's BNY Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of BlackRock New York Municipal Income Trust (BNY) in Q1 2026, closing a stake of 27,300 shares — an estimated $277K sold.

Wellspring Financial Advisors first reported a position in BNY in Q3 2025 and held it in 2 quarters. The position peaked at $277K in Q4 2025. 1 fund tracked by Wall St. Rank holds BNY as of Q1 2026.

Wellspring Financial Advisors reported no remaining BlackRock New York Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Wellspring Financial Advisors sold 27,300 BlackRock New York Municipal Income Trust shares in Q1 2026, an estimated $277K.
Wellspring Financial Advisors first reported a position in BlackRock New York Municipal Income Trust in Q3 2025 and held it in 2 quarters.
Wellspring Financial Advisors's BlackRock New York Municipal Income Trust position peaked at $277K in Q4 2025.
1 fund tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.