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NewEdge Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

NewEdge Advisors’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 		$316K Buy
19,830
+2,192
+12% +$33.7K ﹤0.01% 2453
2026
Q1 		$249K Buy
17,638
+779
+5% +$11.5K ﹤0.01% 2470
2025
Q4 		$239K Buy
16,859
+759
+5% +$11K ﹤0.01% 2475
2025
Q3 		$238K Buy
16,100
+724
+5% +$10.8K ﹤0.01% 2316
2025
Q2 		$233K Buy
+15,376
New +$225K ﹤0.01% 2145

Other funds holding BCAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors's BCAT Position: Q2 2026 in Review

NewEdge Advisors increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 12% in Q2 2026, buying an estimated $33.7K and bringing the position to 19,830 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

NewEdge Advisors first reported a position in BCAT in Q2 2025 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

  • NewEdge Advisors held 19,830 shares of BlackRock Capital Allocation Term Trust worth $316K as of Q2 2026.
  • NewEdge Advisors bought 2,192 BlackRock Capital Allocation Term Trust shares in Q2 2026, an estimated $33.7K.
  • BlackRock Capital Allocation Term Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2453 holding.
  • NewEdge Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q2 2025 and has held it in 5 quarters since.
  • 110 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.