Northstar Financial Companies, Inc.
Position in BTZ — Blackrock Credit Allocation Income Trust
CIK 2059828
CONSHOHOCKEN, PA
Position in BTZ
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$131,340
-$30,177 QoQ
Shares Held
13,004
-11.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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 Mar 31, 2026Northstar Financial Companies, Inc. holds $423,420 across 3 Asset Management names. BTZ ranks #2 (31.0% of the industry book) .
All Filings in BTZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||