Larson Financial Group’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Larson Financial Group’s Portfolio ECAT Stock Details ECAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.77K	Buy	499 +18	+4%	+$270	﹤0.01%	2453
2025 Q4	$7.4K	Buy	481 +24	+5%	+$385	﹤0.01%	2288
2025 Q3	$7.49K	Buy	457 +24	+6%	+$394	﹤0.01%	2174
2025 Q2	$6.96K	Buy	433 +24	+6%	+$373	﹤0.01%	1963
2025 Q1	$6.45K	Buy	409 +22	+6%	+$364	﹤0.01%	1802
2024 Q4	$6.34K	Buy	387 +20	+5%	+$347	﹤0.01%	1607
2024 Q3	$6.51K	Buy	+367	New	+$6.38K	﹤0.01%	1615

Other funds holding ECAT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Larson Financial Group's ECAT Position: Q1 2026 in Review

Larson Financial Group increased its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 3.7% in Q1 2026, buying an estimated $270 and bringing the position to 499 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

Larson Financial Group first reported a position in ECAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.49K in Q3 2025. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

Larson Financial Group held 499 shares of BlackRock ESG Capital Allocation Term Trust worth $6.77K as of Q1 2026.
Larson Financial Group bought 18 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $270.
BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2453 holding.
Larson Financial Group first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2024 and has held it in 7 quarters since.
Larson Financial Group's BlackRock ESG Capital Allocation Term Trust position peaked at $7.49K in Q3 2025.
84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.