Parallel Advisors
BCAT icon

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

Parallel 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
2025
Q4 		– Sell
-3,200
Closed -$47.3K – 3634
2025
Q3 		$47.3K Buy
+3,200
New +$47.9K ﹤0.01% 1827
2022
Q4 		– Sell
-1,000
Closed -$14K – 3360
2022
Q3 		$14K Buy
+1,000
New +$14.8K ﹤0.01% 1836

Other funds holding BCAT

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Parallel Advisors's BCAT Position: Q4 2025 in Review

Parallel Advisors sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q4 2025, closing a stake of 3,200 shares — an estimated $47.3K sold.

Parallel Advisors first reported a position in BCAT in Q3 2022 and held it in 2 quarters. The position peaked at $47.3K in Q3 2025. 106 funds tracked by Wall St. Rank hold BCAT as of Q4 2025.

  • Parallel Advisors reported no remaining BlackRock Capital Allocation Term Trust position as of Q4 2025 after selling out during the quarter.
  • Parallel Advisors sold 3,200 BlackRock Capital Allocation Term Trust shares in Q4 2025, an estimated $47.3K.
  • Parallel Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q3 2022 and held it in 2 quarters.
  • Parallel Advisors's BlackRock Capital Allocation Term Trust position peaked at $47.3K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q4 2025.

Based on Parallel Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.