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Advisornet Financial’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Advisornet Financial’s Portfolio BCAT Stock Details BCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.8K Sell
2,605
-569
-18% -$8.38K ﹤0.01% 1153
2025
Q4 		$44.9K Buy
3,174
+179
+6% +$2.59K ﹤0.01% 1087
2025
Q3 		$44.3K Buy
2,995
+1,048
+54% +$15.7K ﹤0.01% 1068
2025
Q2 		$29.5K Buy
1,947
+885
+83% +$12.9K ﹤0.01% 1159
2025
Q1 		$15.3K Buy
+1,062
New +$16.2K ﹤0.01% 1290

Other funds holding BCAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisornet Financial's BCAT Position: Q1 2026 in Review

Advisornet Financial reduced its BlackRock Capital Allocation Term Trust (BCAT) stake by 18% in Q1 2026, selling an estimated $8.38K and leaving 2,605 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Advisornet Financial first reported a position in BCAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $44.9K in Q4 2025. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

  • Advisornet Financial held 2,605 shares of BlackRock Capital Allocation Term Trust worth $36.8K as of Q1 2026.
  • Advisornet Financial sold 569 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $8.38K.
  • BlackRock Capital Allocation Term Trust made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1153 holding.
  • Advisornet Financial first reported a position in BlackRock Capital Allocation Term Trust in Q1 2025 and has held it in 5 quarters since.
  • Advisornet Financial's BlackRock Capital Allocation Term Trust position peaked at $44.9K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.