Ken Griffin’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Ken Griffin’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	$1.27M	Buy	90,136 +72,687	+417%	+$1.07M	﹤0.01%	7131
2025 Q4	$247K	Buy	+17,449	New	+$252K	﹤0.01%	10575
2025 Q2	–	Sell	-11,331	Closed	-$163K	–	12560
2025 Q1	$163K	Sell	11,331 -3,280	-22%	-$50.1K	﹤0.01%	10738
2024 Q4	$221K	Buy	+14,611	New	+$235K	﹤0.01%	10266
2024 Q3	–	Sell	-34,255	Closed	-$562K	–	14241
2024 Q2	$562K	Buy	+34,255	New	+$551K	﹤0.01%	7822

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 $445B AUM 25.58% 1-Year Est. Return

Ken Griffin's BCAT Position: Q1 2026 in Review

Ken Griffin increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 417% in Q1 2026, buying an estimated $1.07M and bringing the position to 90,136 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #7131.

Ken Griffin first reported a position in BCAT in Q2 2024 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

Ken Griffin held 90,136 shares of BlackRock Capital Allocation Term Trust worth $1.27M as of Q1 2026.
Ken Griffin bought 72,687 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $1.07M.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #7131 holding.
Ken Griffin first reported a position in BlackRock Capital Allocation Term Trust in Q2 2024 and has held it in 5 quarters since.
100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.