Northstar Financial Companies, Inc.
Position in BTZ — Blackrock Credit Allocation Income Trust
CIK 2059828
CONSHOHOCKEN, PA
Position in BTZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$132,900
+$1,560 QoQ
Shares Held
13,004
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Northstar Financial Companies, Inc. holds $701,118 across 4 Asset Management names. BTZ ranks #3 (19.0% of the industry book) .
All Filings in BTZ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,900 | 13,004 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $131,340 | 13,004 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $161,517 | 14,617 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $159,617 | 14,617 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $156,694 | 14,617 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $152,893 | 14,617 | Shares | Sole | 2025-03-12 | |
| No filing history on record for this holder in this stock. | ||||||