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BlackRock Strat Inc OPP (BSIIX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sofi Wealth, LLC
NEW
Shares76,520
Change+76,520
Value$723.9K
Filed 2026-10-27
Central Bank & Trust Co
UNCHANGED
Shares33,071 from 33,071
Change0 (0%)
Value$312.9K (-$9.9K)
Filed 2026-10-09
Vermillion Wealth Management, Inc.
DECREASED
Shares9,406 from 30,808
Change-21,402 (-69%)
Value$89.0K (-$211.7K)
Filed 2026-10-26
Coston, McIsaac & Partners
UNCHANGED
Shares7,973 from 7,973
Change0 (0%)
Value$75.4K (+$75.4K)
Filed 2026-11-06
Oakworth Capital, Inc.
DECREASED
Shares3,311 from 7,672
Change-4,361 (-57%)
Value$31.3K (-$43.5K)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares2,578 from 2,578
Change0 (0%)
Value$24.4K (-$773)
Filed 2026-11-02
NBT Bank, N.A.
INCREASED
Shares77 from 76
Change+1 (+1%)
Value$727 (-$17)
Filed 2026-10-21
Kelleher Financial Advisors
CLOSED
Shares0 from 20,231
Change-20,231 (-100%)
Value$0 (-$197.5K)
Filed 2026-10-30
Status
Sofi Wealth, LLC
NEW76,520—+76,520——$723.9K—2026-10-27
Central Bank & Trust Co
UNCHANGED33,07133,07100%$322.8K$312.9K-$9.9K2026-10-09
Vermillion Wealth Management, Inc.
DECREASED9,40630,808-21,402-69%$300.7K$89.0K-$211.7K2026-10-26
Coston, McIsaac & Partners
UNCHANGED7,9737,97300%$77$75.4K+$75.4K2026-11-06
Oakworth Capital, Inc.
DECREASED3,3117,672-4,361-57%$74.8K$31.3K-$43.5K2026-10-26
Westside Investment Management, Inc.
UNCHANGED2,5782,57800%$25.2K$24.4K-$7732026-11-02
NBT Bank, N.A.
INCREASED7776+1+1%$744$727-$172026-10-21
Kelleher Financial Advisors
CLOSED020,231-20,231-100%$197.5K$0-$197.5K2026-10-30
Showing 8 of 8 institutions