Marex Group’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Marex Group’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 Q1	–	Sell	-39,300	Closed	-$556K	–	1030
2025 Q4	$556K	Buy	+39,300	New	+$569K	﹤0.01%	535
2024 Q3	–	Sell	-15,000	Closed	-$246K	–	632
2024 Q2	$246K	Buy	+15,000	New	+$241K	0.01%	462

Other funds holding BCAT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marex Group's BCAT Position: Q1 2026 in Review

Marex Group sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q1 2026, closing a stake of 39,300 shares — an estimated $556K sold.

Marex Group first reported a position in BCAT in Q2 2024 and held it in 2 quarters. The position peaked at $556K in Q4 2025. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

Marex Group reported no remaining BlackRock Capital Allocation Term Trust position as of Q1 2026 after selling out during the quarter.
Marex Group sold 39,300 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $556K.
Marex Group first reported a position in BlackRock Capital Allocation Term Trust in Q2 2024 and held it in 2 quarters.
Marex Group's BlackRock Capital Allocation Term Trust position peaked at $556K in Q4 2025.
100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.