Tolleson Wealth Management, Inc.
Position in BKT — Blackrock Income Trust, Inc.
CIK 1772937
DALLAS, TX
Position in BKT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$169,933
-$131,153 QoQ
Shares Held
15,852
-44.3% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#43
of 66 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Tolleson Wealth Management, Inc. holds $954,246 across 3 Asset Management names. BKT ranks #3 (17.8% of the industry book) .
All Filings in BKT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,933 | 15,852 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $301,086 | 28,485 | Shares | Defined | 2026-07-28 | |
| 2025-12-31 | $314,474 | 28,485 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $320,171 | 28,485 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $337,376 | 28,485 | Shares | Defined | 2025-08-28 | |
| 2025-03-31 | $340,247 | 28,485 | Shares | Defined | 2025-08-28 | |
| 2024-12-31 | $330,772 | 28,485 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $356,901 | 28,485 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $355,087 | 29,528 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $356,929 | 29,756 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $365,327 | 29,756 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||