HighTower Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

HighTower Advisors’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	$239K	Buy	16,919 +619	+4%	+$9.12K	﹤0.01%	3354
2025 Q4	$231K	Buy	16,300 +602	+4%	+$8.71K	﹤0.01%	3250
2025 Q3	$232K	Buy	15,698 +2,868	+22%	+$42.9K	﹤0.01%	3242
2025 Q2	$194K	Buy	12,830 +431	+3%	+$6.29K	﹤0.01%	3302
2025 Q1	$179K	Buy	+12,399	New	+$189K	﹤0.01%	3227
2023 Q1	–	Sell	-73,594	Closed	-$1.02M	–	3416
2022 Q4	$1.02M	Buy	+73,594	New	+$1.04M	﹤0.01%	1660
2022 Q2	–	Sell	-10,248	Closed	-$170K	–	3251
2022 Q1	$170K	Hold	10,248	–	–	﹤0.01%	2881
2021 Q4	$199K	Hold	10,248	–	–	﹤0.01%	2779
2021 Q3	$207K	Sell	10,248 -12,500	-55%	-$270K	﹤0.01%	2683
2021 Q2	$498K	Buy	+22,748	New	+$483K	﹤0.01%	2050

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

HighTower Advisors's BCAT Position: Q1 2026 in Review

HighTower Advisors increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 3.8% in Q1 2026, buying an estimated $9.12K and bringing the position to 16,919 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #3354.

HighTower Advisors first reported a position in BCAT in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.02M in Q4 2022. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

HighTower Advisors held 16,919 shares of BlackRock Capital Allocation Term Trust worth $239K as of Q1 2026.
HighTower Advisors bought 619 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $9.12K.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3354 holding.
HighTower Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q2 2021 and has held it in 10 quarters since.
HighTower Advisors's BlackRock Capital Allocation Term Trust position peaked at $1.02M in Q4 2022.
100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.