COURIER CAPITAL LLC BKT — BLACKROCK INCOME TR INC

Ownership history in COURIER CAPITAL LLC  ·  13 quarters on record

AI Ownership Summary

COURIER CAPITAL LLC reported BLACKROCK INCOME TR INC (BKT) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.13% in 2024 Q1. The latest visible filing shows BKT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BKT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COURIER CAPITAL LLC's position in BLACKROCK INCOME TR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BKT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BKT stock page COURIER CAPITAL LLC fund profile COURIER CAPITAL LLC full holdings
How COURIER CAPITAL LLC held BKT — position size vs. price
% of Fund (quarterly)    BKT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 24,379 -275 -1.1% 0.01% $261K 2026-07-16 $10.46
2026 Q1 ADDED — — — 24,654 +1 +0.0% 0.01% $261K 2026-04-20 $10.48
2025 Q4 REDUCED 33.2% -1.9% ✅ 24,653 -12,230 -33.2% 0.02% $272K 2026-01-29 $10.55
2025 Q3 REDUCED 5.8% +0.6% ❌ 36,883 -2,271 -5.8% 0.02% $415K 2025-10-29 $10.40
2025 Q2 REDUCED — — — 39,154 -352 -0.9% 0.03% $460K 2025-07-28 $10.55
2025 Q1 REDUCED 26.3% +1.4% ❌ 39,506 -14,130 -26.3% 0.03% $468K 2025-04-14 $10.09
2024 Q4 REDUCED 45.7% +5.2% ❌ 53,636 -45,182 -45.7% 0.04% $618K 2025-01-13 $9.76
2024 Q3 REDUCED 27.4% -5.4% ✅ 98,818 -37,306 -27.4% 0.08% $1.2M 2024-10-22 $10.27
2024 Q2 REDUCED 11.3% +6.4% ❌ 136,124 -17,380 -11.3% 0.13% $1.6M 2024-07-23 $9.99
2024 Q1 REDUCED 6.2% +1.2% ❌ 153,504 -10,137 -6.2% 0.13% $1.8M 2024-04-16 $9.13
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BKT

As of 2026 Q2 — sorted by position size

BDF-GESTION 0.74% Ramiah Investment Group 0.34% KERR FINANCIAL PLANNING Corp 0.3% Noble Wealth Management PBC 0.16% Shulman DeMeo Asset Management LLC 3Y 7Y 0.05% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.03% HIGHLINE WEALTH PARTNERS LLC 0.0%

FAQ About COURIER CAPITAL LLC and BKT

These are the practical questions this page is built to answer before you even open the full history table.

How long has COURIER CAPITAL LLC reported owning BKT?

COURIER CAPITAL LLC reported BKT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BKT position in COURIER CAPITAL LLC's portfolio?

The largest reported portfolio weight for BKT was 0.13% in 2024 Q1.

What is the latest reported BKT position on this page?

The most recent filing on this page is 2026 Q2, when COURIER CAPITAL LLC reported 24,379 shares, equal to 0.01% of portfolio, with an estimated market value of $261K.

What does the chart on this BKT ownership page compare?

The chart compares COURIER CAPITAL LLC's quarterly BKT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did COURIER CAPITAL LLC time their BKT position?

Based on 13F filing dates vs. subsequent BKT price moves, COURIER CAPITAL LLC correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on BKT relative to SPY over the holding period was -12.8%.

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