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Cullen/Frost Bankers’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Cullen/Frost Bankers’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 		$19.9K Hold
1,250
– – ﹤0.01% 1057
2026
Q1 		$17.7K Hold
1,250
– – ﹤0.01% 1012
2025
Q4 		$17.7K Buy
+1,250
New +$18.1K ﹤0.01% 1025

Other funds holding BCAT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Cullen/Frost Bankers's BCAT Position: Q2 2026 in Review

Cullen/Frost Bankers held its BlackRock Capital Allocation Term Trust (BCAT) position steady in Q2 2026 at 1,250 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Cullen/Frost Bankers first reported a position in BCAT in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

  • Cullen/Frost Bankers held 1,250 shares of BlackRock Capital Allocation Term Trust worth $19.9K as of Q2 2026.
  • Cullen/Frost Bankers left its BlackRock Capital Allocation Term Trust share count unchanged in Q2 2026.
  • BlackRock Capital Allocation Term Trust made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #1057 holding.
  • Cullen/Frost Bankers first reported a position in BlackRock Capital Allocation Term Trust in Q4 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.