Baird Financial Group
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Baird Financial Group’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Baird Financial Group’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
2026
Q2 		$1.3M Buy
82,536
+3,096
+4% +$46.7K ﹤0.01% 1248
2026
Q1 		$1.08M Buy
79,440
+9,514
+14% +$143K ﹤0.01% 1243
2025
Q4 		$1.08M Sell
69,926
-959
-1% -$15.4K ﹤0.01% 1230
2025
Q3 		$1.16M Sell
70,885
-2,867
-4% -$47.1K ﹤0.01% 1207
2025
Q2 		$1.18M Sell
73,752
-1,424
-2% -$22.1K ﹤0.01% 1170
2025
Q1 		$1.19M Buy
75,176
+28,136
+60% +$465K ﹤0.01% 1123
2024
Q4 		$771K Buy
+47,040
New +$816K ﹤0.01% 1257

Other funds holding ECAT

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Baird Financial Group's ECAT Position: Q2 2026 in Review

Baird Financial Group increased its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 3.9% in Q2 2026, buying an estimated $46.7K and bringing the position to 82,536 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Baird Financial Group first reported a position in ECAT in Q4 2024 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • Baird Financial Group held 82,536 shares of BlackRock ESG Capital Allocation Term Trust worth $1.3M as of Q2 2026.
  • Baird Financial Group bought 3,096 BlackRock ESG Capital Allocation Term Trust shares in Q2 2026, an estimated $46.7K.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1248 holding.
  • Baird Financial Group first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2024 and has held it in 7 quarters since.
  • 79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.