BNY — BLACKROCK N Y MUN INCOME TR

Ownership history in Focused Wealth Management, Inc  ·  50 quarters on record

AI Ownership Summary

Focused Wealth Management, Inc reported BLACKROCK N Y MUN INCOME TR (BNY) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.19% in 2024 Q1. The latest visible filing shows BNY at 0.12% 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 BNY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focused Wealth Management, Inc's position in BLACKROCK N Y MUN INCOME TR, 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
2025 Q4

BNY was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% 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
2023 Q4 to 2025 Q4

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.

BNY stock page Focused Wealth Management, Inc fund profile Focused Wealth Management, Inc full holdings
How Focused Wealth Management, Inc held BNY — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 114,884 +2,234 +2.0% 0.12% $1.2M 2026-01-29 $10.12
2025 Q3 ADDED 112,650 +1,761 +1.6% 0.12% $1.1M 2025-10-10 $10.00
2025 Q2 REDUCED 110,889 -564 -0.5% 0.13% $1.1M 2025-07-15 $9.30
2025 Q1 ADDED 111,453 +1,060 +1.0% 0.15% $1.1M 2025-05-01 $9.45
2024 Q4 REDUCED 110,393 -8,090 -6.8% 0.15% $1.1M 2025-01-28 $9.65
2024 Q3 ADDED 118,483 +978 +0.8% 0.17% $1.3M 2024-10-30 $9.75
2024 Q2 REDUCED 117,505 -133 -0.1% 0.18% $1.3M 2024-07-30 $9.73
2024 Q1 ADDED 117,638 +7,114 +6.4% 0.19% $1.2M 2024-05-08 $9.61
2023 Q4 REDUCED 110,524 -102,617 -48.1% 0.19% $1.2M 2024-01-10 $9.38
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BNY

As of 2025 Q4 — sorted by position size

ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 1.63% QUANTIFY CHAOS ADVISORS, LLC 1.05% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.42% Matisse Capital 3Y 7Y 0.32% MACKAY SHIELDS LLC 3Y 7Y 0.08% Hennion & Walsh Asset Management, Inc. 3Y 0.06% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.06% ORG Partners LLC 0.05% CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 3Y 7Y 0.04% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.04%

FAQ About Focused Wealth Management, Inc and BNY

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

How long has Focused Wealth Management, Inc reported owning BNY?

Focused Wealth Management, Inc reported BNY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BNY position in Focused Wealth Management, Inc's portfolio?

The largest reported portfolio weight for BNY was 0.19% in 2024 Q1.

What is the latest reported BNY position on this page?

The most recent filing on this page is 2025 Q4, when Focused Wealth Management, Inc reported 114,884 shares, equal to 0.12% of portfolio, with an estimated market value of $1.2M.

What does the chart on this BNY ownership page compare?

The chart compares Focused Wealth Management, Inc's quarterly BNY 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.

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