Anfield Capital Management’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Anfield Capital Management’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	$51.9K	Hold	3,674	–	–	0.01%	252
2025 Q4	$52K	Hold	3,674	–	–	0.02%	180
2025 Q3	$54.3K	Hold	3,674	–	–	0.02%	176
2025 Q2	$55.6K	Hold	3,674	–	–	0.02%	153
2025 Q1	$52.9K	Hold	3,674	–	–	0.02%	143
2024 Q4	$55.7K	Buy	+3,674	New	+$59.1K	0.02%	135

Other funds holding BCAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Anfield Capital Management's BCAT Position: Q1 2026 in Review

Anfield Capital Management held its BlackRock Capital Allocation Term Trust (BCAT) position steady in Q1 2026 at 3,674 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #252.

Anfield Capital Management first reported a position in BCAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.7K in Q4 2024. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

Anfield Capital Management held 3,674 shares of BlackRock Capital Allocation Term Trust worth $51.9K as of Q1 2026.
Anfield Capital Management left its BlackRock Capital Allocation Term Trust share count unchanged in Q1 2026.
BlackRock Capital Allocation Term Trust made up 0.01% of Anfield Capital Management's portfolio in Q1 2026, its #252 holding.
Anfield Capital Management first reported a position in BlackRock Capital Allocation Term Trust in Q4 2024 and has held it in 6 quarters since.
Anfield Capital Management's BlackRock Capital Allocation Term Trust position peaked at $55.7K in Q4 2024.
100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.