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

Kerr 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
2026
Q2 		$3.35K Buy
211
+7
+3% +$107 ﹤0.01% 451
2026
Q1 		$3.05K Buy
+204
New +$3K ﹤0.01% 439

Other funds holding BCAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kerr Financial Planning's BCAT Position: Q2 2026 in Review

Kerr Financial Planning increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 3.4% in Q2 2026, buying an estimated $107 and bringing the position to 211 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Kerr Financial Planning first reported a position in BCAT in Q1 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

  • Kerr Financial Planning held 211 shares of BlackRock Capital Allocation Term Trust worth $3.35K as of Q2 2026.
  • Kerr Financial Planning bought 7 BlackRock Capital Allocation Term Trust shares in Q2 2026, an estimated $107.
  • BlackRock Capital Allocation Term Trust made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #451 holding.
  • Kerr Financial Planning first reported a position in BlackRock Capital Allocation Term Trust in Q1 2026 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.