Cross-institution positioning
Aug 3, 2026Mixed positioning. 1 accumulating across 1 comparable institution.
Source: Schedule 13 researchBTZ Institutional Ownership
BLACKROCK CREDIT ALLOCATION INCOME TRUST
Latest stored close $9.43 as of Oct 8, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
60/100
1 tracked · 1 comparable
Latest filing
Aug 3, 2026
Positive breadth
1 positive · 0 negative
Recent close
$9.43
Research confidence
Limited
Institutional Research 64/100 · 1 accumulating · 0 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 3, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported0
Reducing / exited
0
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 60/100
Confidence:Limited
Why this signal
- 1 tracked institution accumulating versus 0 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
63/100
Insiders
50/100
Quarterly 13F activity
Mar 31, 20262 increased/new, 1 reduced/exited across 3 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Oct 1, 2026Recent Forms 3/4/5 activity is available, with no non-amendment non-derivative SEC-coded P/S transactions in the rolling 90-day window. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Price context
Sep 15, 2026Recent close is 4% through its reported 52-week range; -13.3% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from Bank of America.
Filed Aug 3, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 3, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Bank of America
Filed Aug 3, 2026
Direction locked
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Bank of America
Filed Aug 3, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Harris Stayce D. | AGrant, award, or other acquisition · derivative | Performance Rights | 924 | $9.34 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | Holloman James Phillip | AGrant, award, or other acquisition · derivative | Performance Rights | 994 | $9.34 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | KESTER W CARL | AGrant, award, or other acquisition · derivative | Performance Rights | 125 | $9.34 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | Flores Lorenzo | AGrant, award, or other acquisition · derivative | Performance Rights | 1.1K | $9.34 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | Steinmetz Arthur Philip | AGrant, award, or other acquisition · derivative | Performance Rights | 1.2K | $9.34 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | HUBBARD ROBERT GLENN | AGrant, award, or other acquisition · derivative | Performance Rights | 1.3K | $9.34 | Direct | Oct 5, 2026 |
| Aug 3, 2026 | Steinmetz Arthur Philip | AGrant, award, or other acquisition · derivative | Performance Rights | 50 | $10.00 | Direct | Aug 5, 2026 |
| Aug 3, 2026 | KESTER W CARL | AGrant, award, or other acquisition · derivative | Performance Rights | 11 | $10.00 | Direct | Aug 5, 2026 |
| Jul 1, 2026 | Flores Lorenzo | AGrant, award, or other acquisition · derivative | Performance Rights | 961 | $10.22 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Steinmetz Arthur Philip | AGrant, award, or other acquisition · derivative | Performance Rights | 1.1K | $10.22 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Harris Stayce D. | AGrant, award, or other acquisition · derivative | Performance Rights | 834 | $10.22 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | KESTER W CARL | AGrant, award, or other acquisition · derivative | Performance Rights | 102 | $10.22 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | HUBBARD ROBERT GLENN | AGrant, award, or other acquisition · derivative | Performance Rights | 1.2K | $10.22 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Holloman James Phillip | AGrant, award, or other acquisition · derivative | Performance Rights | 898 | $10.22 | Direct | Jul 6, 2026 |
| Apr 1, 2026 | Harris Stayce D. | AGrant, award, or other acquisition · derivative | Performance Rights | 838 | $10.16 | Direct | Apr 3, 2026 |
| Apr 1, 2026 | HUBBARD ROBERT GLENN | AGrant, award, or other acquisition · derivative | Performance Rights | 1.2K | $10.16 | Direct | Apr 3, 2026 |
| Apr 1, 2026 | KESTER W CARL | AGrant, award, or other acquisition · derivative | Performance Rights | 115 | $10.16 | Direct | Apr 3, 2026 |
| Apr 1, 2026 | Steinmetz Arthur Philip | AGrant, award, or other acquisition · derivative | Performance Rights | 1.2K | $10.16 | Direct | Apr 3, 2026 |
| Apr 1, 2026 | Holloman James Phillip | AGrant, award, or other acquisition · derivative | Performance Rights | 901 | $10.16 | Direct | Apr 3, 2026 |
| Apr 1, 2026 | Flores Lorenzo | AGrant, award, or other acquisition · derivative | Performance Rights | 982 | $10.16 | Direct | Apr 3, 2026 |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$9.60
View live quote ↗
52-week low
$9.54
Sep 15, 2026
52-week high
$11.18
Oct 31, 2025
Below 52-week high
14.1%
1W return
-3.8%
1M return
-6.1%
3M return
-5.0%
6M return
-3.9%
YTD return
-11.4%
1Y return
-13.3%
30-day volatility
10.8%
90-day volatility
9.6%
1Y max drawdown
-14.1%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 6 filing(s) · 3 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Bank of America CIK0000070858 | Jun 30, 2026 observed Aug 3, 2026 filed · 34d Initial Schedule 13G | Initial Schedule 13G | 4.8M +178.1K | 5.10% +0.10 pts | $10.22 | $10.00 | $9.43 |
| Bank of America CIK0000070858 | Mar 31, 2026 observed May 28, 2026 filed · 58d Schedule 13G amendment | Reported shares unchanged | 4.6M 0 | 5.00% 0.00 pts | $10.10 | $10.19 | $9.43 |
| Bank of America CIK0000070858 | Mar 31, 2026 observed May 15, 2026 filed · 45d Schedule 13G amendment | Reported reduction | 4.6M -282.9K | 5.00% -0.30 pts | $10.10 | $10.00 | $9.43 |
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