Osbon Capital Management’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Osbon Capital 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	$10.7K	Buy	+669	New	+$10.3K	0.01%	269

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

Osbon Capital Management's BCAT Position: Q2 2026 in Review

Osbon Capital Management opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q2 2026: 669 shares worth $10.7K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings.

110 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

Osbon Capital Management held 669 shares of BlackRock Capital Allocation Term Trust worth $10.7K as of Q2 2026.
BlackRock Capital Allocation Term Trust was a new Osbon Capital Management position in Q2 2026.
BlackRock Capital Allocation Term Trust made up 0.01% of Osbon Capital Management's portfolio in Q2 2026, its #269 holding.
110 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.