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Evolve Private Wealth’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Evolve Private Wealth’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 		$1.4M Sell
99,069
-8
-0% -$118 0.07% 252
2025
Q4 		$1.4M Buy
+99,077
New +$1.43M 0.08% 221

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

Evolve Private Wealth's BCAT Position: Q1 2026 in Review

Evolve Private Wealth reduced its BlackRock Capital Allocation Term Trust (BCAT) stake by 0.01% in Q1 2026, selling an estimated $118 and leaving 99,069 shares worth $1.4M. The position accounts for 0.07% of the portfolio, ranked #252.

Evolve Private Wealth first reported a position in BCAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.4M in Q4 2025. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

  • Evolve Private Wealth held 99,069 shares of BlackRock Capital Allocation Term Trust worth $1.4M as of Q1 2026.
  • Evolve Private Wealth sold 8 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $118.
  • BlackRock Capital Allocation Term Trust made up 0.07% of Evolve Private Wealth's portfolio in Q1 2026, its #252 holding.
  • Evolve Private Wealth first reported a position in BlackRock Capital Allocation Term Trust in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's BlackRock Capital Allocation Term Trust position peaked at $1.4M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.