Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Kovitz Investment Group Partners’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
Q3 		– Sell
-18,192
Closed -$275K – 1404
2025
Q2 		$275K Buy
+18,192
New +$266K ﹤0.01% 1170

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Kovitz Investment Group Partners's BCAT Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q3 2025, closing a stake of 18,192 shares — an estimated $275K sold.

Kovitz Investment Group Partners first reported a position in BCAT in Q2 2025 and held it in 1 quarter. The position peaked at $275K in Q2 2025. 94 funds tracked by Wall St. Rank hold BCAT as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining BlackRock Capital Allocation Term Trust position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 18,192 BlackRock Capital Allocation Term Trust shares in Q3 2025, an estimated $275K.
  • Kovitz Investment Group Partners first reported a position in BlackRock Capital Allocation Term Trust in Q2 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's BlackRock Capital Allocation Term Trust position peaked at $275K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.