Global Retirement Partners’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Global Retirement Partners’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
2025 Q4	$123K	Buy	8,687 +8,243	+1,857%	+$119K	﹤0.01%	1778
2025 Q3	$6.56K	Buy	444 +24	+6%	+$359	﹤0.01%	2863
2025 Q2	$6.36K	Buy	+420	New	+$6.13K	﹤0.01%	2803
2023 Q1	–	Sell	-18,910	Closed	-$262K	–	3206
2022 Q4	$262K	Sell	18,910 -356	-2%	-$5.03K	0.02%	518
2022 Q3	$276K	Sell	19,266 -524	-3%	-$7.78K	0.02%	486
2022 Q2	$290K	Hold	19,790	–	–	0.02%	470
2022 Q1	$301K	Buy	+19,790	New	+$348K	0.02%	465

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Global Retirement Partners's BCAT Position: Q4 2025 in Review

Global Retirement Partners increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 1,857% in Q4 2025, buying an estimated $119K and bringing the position to 8,687 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Global Retirement Partners first reported a position in BCAT in Q1 2022 and has held it in 7 quarters since. The position peaked at $301K in Q1 2022. 106 funds tracked by Wall St. Rank hold BCAT as of Q4 2025.

Global Retirement Partners held 8,687 shares of BlackRock Capital Allocation Term Trust worth $123K as of Q4 2025.
Global Retirement Partners bought 8,243 BlackRock Capital Allocation Term Trust shares in Q4 2025, an estimated $119K.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1778 holding.
Global Retirement Partners first reported a position in BlackRock Capital Allocation Term Trust in Q1 2022 and has held it in 7 quarters since.
Global Retirement Partners's BlackRock Capital Allocation Term Trust position peaked at $301K in Q1 2022.
106 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.