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 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 $1.66T 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

Northwestern Mutual Wealth Management's BCAT Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q1 2026: 250 shares worth $3.53K. The stake represents ﹤0.01% of the portfolio and ranks #3424 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in BCAT as recently as Q1 2025.

Northwestern Mutual Wealth Management first reported a position in BCAT in Q1 2023 and has held it in 4 quarters since. The position peaked at $14.5K in Q3 2023. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

Northwestern Mutual Wealth Management held 250 shares of BlackRock Capital Allocation Term Trust worth $3.53K as of Q1 2026.
BlackRock Capital Allocation Term Trust was a new Northwestern Mutual Wealth Management position in Q1 2026.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3424 holding.
Northwestern Mutual Wealth Management first reported a position in BlackRock Capital Allocation Term Trust in Q1 2023 and has held it in 4 quarters since.
Northwestern Mutual Wealth Management's BlackRock Capital Allocation Term Trust position peaked at $14.5K in Q3 2023.
100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.