Key Capital Management’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Key Capital Management’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	$797	Buy	+50	New	+$768	﹤0.01%	676

Other funds holding BCAT

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Key Capital Management's BCAT Position: Q2 2026 in Review

Key Capital Management opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q2 2026: 50 shares worth $797. The stake represents ﹤0.01% of the portfolio and ranks #676 among its holdings.

47 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

Key Capital Management held 50 shares of BlackRock Capital Allocation Term Trust worth $797 as of Q2 2026.
BlackRock Capital Allocation Term Trust was a new Key Capital Management position in Q2 2026.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #676 holding.
47 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.