EPG
BCAT icon

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

Estate Planners 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
Q1 		– Sell
-500
Closed -$7.08K – 111
2025
Q4 		$7.08K Buy
+500
New +$7.23K ﹤0.01% 308

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

Estate Planners Group's BCAT Position: Q1 2026 in Review

Estate Planners Group sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q1 2026, closing a stake of 500 shares — an estimated $7.08K sold.

Estate Planners Group first reported a position in BCAT in Q4 2025 and held it in 1 quarter. The position peaked at $7.08K in Q4 2025. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

  • Estate Planners Group reported no remaining BlackRock Capital Allocation Term Trust position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 500 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $7.08K.
  • Estate Planners Group first reported a position in BlackRock Capital Allocation Term Trust in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's BlackRock Capital Allocation Term Trust position peaked at $7.08K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.