LPL Financial
ECAT icon

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

LPL Financial’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 		$3.77M Buy
277,647
+44,150
+19% +$662K ﹤0.01% 2887
2025
Q4 		$3.59M Buy
233,497
+89,217
+62% +$1.43M ﹤0.01% 2842
2025
Q3 		$2.37M Buy
144,280
+30,901
+27% +$508K ﹤0.01% 3168
2025
Q2 		$1.82M Buy
113,379
+3,618
+3% +$56.2K ﹤0.01% 3212
2025
Q1 		$1.73M Buy
109,761
+30,023
+38% +$496K ﹤0.01% 3086
2024
Q4 		$1.31M Buy
79,738
+8,920
+13% +$155K ﹤0.01% 3259
2024
Q3 		$1.26M Buy
70,818
+23,467
+50% +$408K ﹤0.01% 3173
2024
Q2 		$831K Buy
47,351
+6,561
+16% +$111K ﹤0.01% 3428
2024
Q1 		$708K Sell
40,790
-844
-2% -$14.1K ﹤0.01% 3477
2023
Q4 		$672K Buy
41,634
+5,112
+14% +$77.9K ﹤0.01% 3413
2023
Q3 		$540K Sell
36,522
-7,127
-16% -$110K ﹤0.01% 3426
2023
Q2 		$684K Buy
43,649
+2,143
+5% +$33.1K ﹤0.01% 3177
2023
Q1 		$648K Buy
41,506
+7,818
+23% +$114K ﹤0.01% 3129
2022
Q4 		$452K Buy
33,688
+7,597
+29% +$104K ﹤0.01% 3340
2022
Q3 		$334K Sell
26,091
-23,313
-47% -$337K ﹤0.01% 3486
2022
Q2 		$707K Buy
+49,404
New +$731K ﹤0.01% 2882

Other funds holding ECAT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial's ECAT Position: Q1 2026 in Review

LPL Financial increased its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 19% in Q1 2026, buying an estimated $662K and bringing the position to 277,647 shares worth $3.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2887.

LPL Financial first reported a position in ECAT in Q2 2022 and has held it in 16 quarters since. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

  • LPL Financial held 277,647 shares of BlackRock ESG Capital Allocation Term Trust worth $3.77M as of Q1 2026.
  • LPL Financial bought 44,150 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $662K.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2887 holding.
  • LPL Financial first reported a position in BlackRock ESG Capital Allocation Term Trust in Q2 2022 and has held it in 16 quarters since.
  • 84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.