Cambridge Investment Research Advisors
BCAT icon

Cambridge Investment Research Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Cambridge Investment Research Advisors’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 		$3.24M Buy
229,609
+15,260
+7% +$225K 0.01% 1232
2025
Q4 		$3.04M Buy
214,349
+4,792
+2% +$69.3K 0.01% 1200
2025
Q3 		$3.1M Buy
209,557
+24,967
+14% +$374K 0.01% 1198
2025
Q2 		$2.79M Buy
184,590
+20,198
+12% +$295K 0.01% 1193
2025
Q1 		$2.37M Buy
164,392
+10,594
+7% +$162K 0.01% 1235
2024
Q4 		$2.33M Buy
153,798
+15,814
+11% +$254K 0.01% 1253
2024
Q3 		$2.27M Buy
137,984
+4,746
+4% +$77.7K 0.01% 1254
2024
Q2 		$2.19M Buy
133,238
+5,438
+4% +$87.4K 0.01% 1225
2024
Q1 		$2.13M Sell
127,800
-1,046
-0.8% -$16.2K 0.01% 1221
2023
Q4 		$1.93M Sell
128,846
-110
-0.1% -$1.6K 0.01% 1225
2023
Q3 		$1.87M Buy
128,956
+7,272
+6% +$109K 0.01% 1182
2023
Q2 		$1.86M Sell
121,684
-6,852
-5% -$103K 0.01% 1216
2023
Q1 		$1.95M Buy
128,536
+5,135
+4% +$76.1K 0.01% 1143
2022
Q4 		$1.71M Buy
+123,401
New +$1.74M 0.01% 1172
2022
Q3 		– Sell
-10,738
Closed -$157K – 3063
2022
Q2 		$157K Hold
10,738
– – ﹤0.01% 2784
2022
Q1 		$178K Buy
+10,738
New +$189K ﹤0.01% 2911
2021
Q3 		– Sell
-9,759
Closed -$214K – 3095
2021
Q2 		$214K Hold
9,759
– – ﹤0.01% 2770
2021
Q1 		$200K Sell
9,759
-185
-2% -$4K ﹤0.01% 2627
2020
Q4 		$216K Buy
+9,944
New +$211K ﹤0.01% 2416

Other funds holding BCAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors's BCAT Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 7.1% in Q1 2026, buying an estimated $225K and bringing the position to 229,609 shares worth $3.24M. The position accounts for 0.01% of the portfolio, ranked #1232.

Cambridge Investment Research Advisors first reported a position in BCAT in Q4 2020 and has held it in 19 quarters since. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

  • Cambridge Investment Research Advisors held 229,609 shares of BlackRock Capital Allocation Term Trust worth $3.24M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 15,260 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $225K.
  • BlackRock Capital Allocation Term Trust made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1232 holding.
  • Cambridge Investment Research Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q4 2020 and has held it in 19 quarters since.
  • 100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.