Noble Wealth Management PBC’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Noble Wealth Management PBC’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 Q1	$31.6K	Buy	+2,191	New	+$33.5K	0.02%	255

Other funds holding BCAT

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

PCM

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

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

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

Noble Wealth Management PBC's BCAT Position: Q1 2025 in Review

Noble Wealth Management PBC opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q1 2025: 2,191 shares worth $31.6K. The stake represents 0.02% of the portfolio and ranks #255 among its holdings.

92 funds tracked by Wall St. Rank hold BCAT as of Q1 2025.

Noble Wealth Management PBC held 2,191 shares of BlackRock Capital Allocation Term Trust worth $31.6K as of Q1 2025.
BlackRock Capital Allocation Term Trust was a new Noble Wealth Management PBC position in Q1 2025.
BlackRock Capital Allocation Term Trust made up 0.02% of Noble Wealth Management PBC's portfolio in Q1 2025, its #255 holding.
92 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.