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VALEN PRIVATE CAPITAL, LLC’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

VALEN PRIVATE CAPITAL, LLC’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 		$568K Buy
+41,495
New +$641K 0.18% 44

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Triumph Capital Management
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Amplius Wealth Advisors
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Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Eagle Rock Investment Company
Eagle Rock Investment Company Atlanta, Georgia $799M AUM 33.32% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

VALEN PRIVATE CAPITAL, LLC's BCAT Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q3 2026: 41,495 shares worth $568K. The stake represents 0.18% of the portfolio and ranks #44 among its holdings.

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

  • VALEN PRIVATE CAPITAL, LLC held 41,495 shares of BlackRock Capital Allocation Term Trust worth $568K as of Q3 2026.
  • BlackRock Capital Allocation Term Trust was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
  • BlackRock Capital Allocation Term Trust made up 0.18% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #44 holding.
  • 18 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.