Founders Capital Management (Texas)’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Founders Capital Management (Texas)’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	$12.7K	Hold	900	–	–	0.01%	299
2025 Q4	$12.7K	Hold	900	–	–	0.01%	288
2025 Q3	$13.3K	Hold	900	–	–	0.01%	269
2025 Q2	$13.6K	Hold	900	–	–	0.01%	264
2025 Q1	$13K	Hold	900	–	–	0.01%	259
2024 Q4	$13.6K	Hold	900	–	–	0.01%	261
2024 Q3	$14.8K	Hold	900	–	–	0.01%	262
2024 Q2	$14.8K	Hold	900	–	–	0.01%	260
2024 Q1	$15K	Hold	900	–	–	0.01%	254
2023 Q4	$13.5K	Hold	900	–	–	0.01%	264
2023 Q3	$13K	Hold	900	–	–	0.01%	269
2023 Q2	$13.7K	Hold	900	–	–	0.01%	275
2023 Q1	$14K	Hold	900	–	–	0.01%	276
2022 Q4	$12K	Hold	900	–	–	0.01%	284
2022 Q3	$12K	Hold	900	–	–	0.01%	277
2022 Q2	$13K	Hold	900	–	–	0.01%	277
2022 Q1	$18K	Hold	900	–	–	0.01%	224
2021 Q4	$18K	Buy	+900	New	+$17.5K	0.01%	224

Other funds holding BCAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Founders Capital Management (Texas)'s BCAT Position: Q1 2026 in Review

Founders Capital Management (Texas) held its BlackRock Capital Allocation Term Trust (BCAT) position steady in Q1 2026 at 900 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #299.

Founders Capital Management (Texas) first reported a position in BCAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $18K in Q1 2022. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

Founders Capital Management (Texas) held 900 shares of BlackRock Capital Allocation Term Trust worth $12.7K as of Q1 2026.
Founders Capital Management (Texas) left its BlackRock Capital Allocation Term Trust share count unchanged in Q1 2026.
BlackRock Capital Allocation Term Trust made up 0.01% of Founders Capital Management (Texas)'s portfolio in Q1 2026, its #299 holding.
Founders Capital Management (Texas) first reported a position in BlackRock Capital Allocation Term Trust in Q4 2021 and has held it in 18 quarters since.
Founders Capital Management (Texas)'s BlackRock Capital Allocation Term Trust position peaked at $18K in Q1 2022.
100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2026, filed 21 Apr 2026.