Bessemer Group’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Bessemer Group’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	$4K	Buy	+228	New	+$3.5K	﹤0.01%	2299
2023 Q1	–	Sell	-1,460	Closed	-$20K	–	1916
2022 Q4	$20K	Buy	1,460 +22	+2%	+$311	﹤0.01%	1313
2022 Q3	$20K	Sell	1,438 -146	-9%	-$2.17K	﹤0.01%	1367
2022 Q2	$23K	Buy	+1,584	New	+$24.5K	﹤0.01%	1232

Other funds holding BCAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bessemer Group's BCAT Position: Q2 2026 in Review

Bessemer Group opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q2 2026: 228 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2299 among its holdings. This is a return to the name: Bessemer Group previously reported a position in BCAT as recently as Q4 2022.

Bessemer Group first reported a position in BCAT in Q2 2022 and has held it in 4 quarters since. The position peaked at $23K in Q2 2022. 110 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

Bessemer Group held 228 shares of BlackRock Capital Allocation Term Trust worth $4K as of Q2 2026.
BlackRock Capital Allocation Term Trust was a new Bessemer Group position in Q2 2026.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2299 holding.
Bessemer Group first reported a position in BlackRock Capital Allocation Term Trust in Q2 2022 and has held it in 4 quarters since.
Bessemer Group's BlackRock Capital Allocation Term Trust position peaked at $23K in Q2 2022.
110 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

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