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Aviance Capital Partners’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Aviance Capital Partners’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
Q2 		$1.41M Buy
88,409
+67,644
+326% +$1.04M 0.15% 127
2026
Q1 		$293K Buy
+20,765
New +$306K 0.03% 313

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PCM
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Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aviance Capital Partners's BCAT Position: Q2 2026 in Review

Aviance Capital Partners increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 326% in Q2 2026, buying an estimated $1.04M and bringing the position to 88,409 shares worth $1.41M. The position accounts for 0.15% of the portfolio, ranked #127.

Aviance Capital Partners first reported a position in BCAT in Q1 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

  • Aviance Capital Partners held 88,409 shares of BlackRock Capital Allocation Term Trust worth $1.41M as of Q2 2026.
  • Aviance Capital Partners bought 67,644 BlackRock Capital Allocation Term Trust shares in Q2 2026, an estimated $1.04M.
  • BlackRock Capital Allocation Term Trust made up 0.15% of Aviance Capital Partners's portfolio in Q2 2026, its #127 holding.
  • Aviance Capital Partners first reported a position in BlackRock Capital Allocation Term Trust in Q1 2026 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.