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Atlantic Union Bankshares’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Atlantic Union Bankshares’s Portfolio ECAT Stock Details ECAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,245
Closed -$20.4K – 1720
2025
Q3 		$20.4K Buy
+1,245
New +$20.5K ﹤0.01% 1135

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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlantic Union Bankshares's ECAT Position: Q4 2025 in Review

Atlantic Union Bankshares sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q4 2025, closing a stake of 1,245 shares — an estimated $20.4K sold.

Atlantic Union Bankshares first reported a position in ECAT in Q3 2025 and held it in 1 quarter. The position peaked at $20.4K in Q3 2025. 79 funds tracked by Wall St. Rank hold ECAT as of Q4 2025.

  • Atlantic Union Bankshares reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q4 2025 after selling out during the quarter.
  • Atlantic Union Bankshares sold 1,245 BlackRock ESG Capital Allocation Term Trust shares in Q4 2025, an estimated $20.4K.
  • Atlantic Union Bankshares first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2025 and held it in 1 quarter.
  • Atlantic Union Bankshares's BlackRock ESG Capital Allocation Term Trust position peaked at $20.4K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q4 2025.

Based on Atlantic Union Bankshares's 13F filing for Q4 2025, filed 4 Feb 2026.