Jeff Yass’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Jeff Yass’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	-41,263	Closed	-$584K	–	13160
2025 Q4	$584K	Buy	+41,263	New	+$597K	﹤0.01%	8428
2025 Q2	–	Sell	-21,449	Closed	-$309K	–	12648
2025 Q1	$309K	Sell	21,449 -27,160	-56%	-$415K	﹤0.01%	10014
2024 Q4	$736K	Buy	+48,609	New	+$782K	﹤0.01%	7706
2024 Q2	–	Sell	-36,431	Closed	-$607K	–	12034
2024 Q1	$607K	Sell	36,431 -13,741	-27%	-$213K	﹤0.01%	8051
2023 Q4	$750K	Buy	+50,172	New	+$729K	﹤0.01%	7695
2022 Q1	–	Sell	-20,189	Closed	-$393K	–	12967
2021 Q4	$393K	Buy	+20,189	New	+$393K	﹤0.01%	9827

Other funds holding BCAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jeff Yass's BCAT Position: Q1 2026 in Review

Jeff Yass sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q1 2026, closing a stake of 41,263 shares — an estimated $584K sold.

Jeff Yass first reported a position in BCAT in Q4 2021 and held it in 6 quarters. The position peaked at $750K in Q4 2023. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

Jeff Yass reported no remaining BlackRock Capital Allocation Term Trust position as of Q1 2026 after selling out during the quarter.
Jeff Yass sold 41,263 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $584K.
Jeff Yass first reported a position in BlackRock Capital Allocation Term Trust in Q4 2021 and held it in 6 quarters.
Jeff Yass's BlackRock Capital Allocation Term Trust position peaked at $750K in Q4 2023.
100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.