Keener Financial Planning’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Keener Financial Planning’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	–	Sell	-2,000	Closed	-$29K	–	77
2025 Q3	$29K	Buy	+2,000	New	+$29.9K	0.01%	119

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

Keener Financial Planning's BCAT Position: Q4 2025 in Review

Keener Financial Planning sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q4 2025, closing a stake of 2,000 shares — an estimated $29K sold.

Keener Financial Planning first reported a position in BCAT in Q3 2025 and held it in 1 quarter. The position peaked at $29K in Q3 2025. 106 funds tracked by Wall St. Rank hold BCAT as of Q4 2025.

Keener Financial Planning reported no remaining BlackRock Capital Allocation Term Trust position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 2,000 BlackRock Capital Allocation Term Trust shares in Q4 2025, an estimated $29K.
Keener Financial Planning first reported a position in BlackRock Capital Allocation Term Trust in Q3 2025 and held it in 1 quarter.
Keener Financial Planning's BlackRock Capital Allocation Term Trust position peaked at $29K in Q3 2025.
106 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.