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&Partners’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

&Partners’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 		$677K Buy
47,914
+1,762
+4% +$26K ﹤0.01% 1526
2025
Q4 		$654K Buy
46,152
+30,033
+186% +$435K ﹤0.01% 1471
2025
Q3 		$238K Buy
16,119
+233
+1% +$3.49K ﹤0.01% 1872
2025
Q2 		$241K Sell
15,886
-344
-2% -$5.02K ﹤0.01% 1743
2025
Q1 		$233K Buy
16,230
+808
+5% +$12.3K ﹤0.01% 1546
2024
Q4 		$238K Buy
15,422
+4,300
+39% +$69.1K ﹤0.01% 1458
2024
Q3 		$183K Buy
+11,122
New +$182K ﹤0.01% 1317

Other funds holding BCAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

&Partners's BCAT Position: Q1 2026 in Review

&Partners increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 3.8% in Q1 2026, buying an estimated $26K and bringing the position to 47,914 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

&Partners first reported a position in BCAT in Q3 2024 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

  • &Partners held 47,914 shares of BlackRock Capital Allocation Term Trust worth $677K as of Q1 2026.
  • &Partners bought 1,762 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $26K.
  • BlackRock Capital Allocation Term Trust made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1526 holding.
  • &Partners first reported a position in BlackRock Capital Allocation Term Trust in Q3 2024 and has held it in 7 quarters since.
  • 100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.