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

Capital CS 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 Q3	$148K	Buy	+10,803	New	+$167K	0.11%	78

Other funds holding BCAT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Capital CS Group's BCAT Position: Q3 2026 in Review

Capital CS Group opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q3 2026: 10,803 shares worth $148K. The stake represents 0.11% of the portfolio and ranks #78 among its holdings.

43 funds tracked by Wall St. Rank hold BCAT as of Q3 2026.

Capital CS Group held 10,803 shares of BlackRock Capital Allocation Term Trust worth $148K as of Q3 2026.
BlackRock Capital Allocation Term Trust was a new Capital CS Group position in Q3 2026.
BlackRock Capital Allocation Term Trust made up 0.11% of Capital CS Group's portfolio in Q3 2026, its #78 holding.
43 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2026.

Based on Capital CS Group's 13F filing for Q3 2026, filed 29 Oct 2026.