Northwestern Mutual Wealth Management’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Northwestern Mutual Wealth Management’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	$20.6K	Buy	1,296 +1,046	+418%	+$16.1K	﹤0.01%	2858
2026 Q1	$3.53K	Buy	+250	New	+$3.68K	﹤0.01%	3424
2025 Q2	–	Sell	-479	Closed	-$6.9K	–	3687
2025 Q1	$6.9K	Buy	+479	New	+$7.32K	﹤0.01%	2863
2023 Q4	–	Sell	-1,000	Closed	-$14.5K	–	3484
2023 Q3	$14.5K	Buy	+1,000	New	+$15K	﹤0.01%	2419
2023 Q2	–	Sell	-167	Closed	-$2.53K	–	3356
2023 Q1	$2.53K	Buy	+167	New	+$2.48K	﹤0.01%	2900

Other funds holding BCAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management's BCAT Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 418% in Q2 2026, buying an estimated $16.1K and bringing the position to 1,296 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

Northwestern Mutual Wealth Management first reported a position in BCAT in Q1 2023 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

Northwestern Mutual Wealth Management held 1,296 shares of BlackRock Capital Allocation Term Trust worth $20.6K as of Q2 2026.
Northwestern Mutual Wealth Management bought 1,046 BlackRock Capital Allocation Term Trust shares in Q2 2026, an estimated $16.1K.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2858 holding.
Northwestern Mutual Wealth Management first reported a position in BlackRock Capital Allocation Term Trust in Q1 2023 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 Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.