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

&Partners’s Portfolio ECAT Stock Details ECAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$346K Buy
25,462
+1,001
+4% +$15K ﹤0.01% 1898
2025
Q4 		$376K Buy
+24,461
New +$392K ﹤0.01% 1778
2024
Q3 		– Sell
-10,353
Closed -$182K – 1394
2024
Q2 		$182K Buy
+10,353
New +$176K 0.01% 859

Other funds holding ECAT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

&Partners's ECAT Position: Q1 2026 in Review

&Partners increased its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 4.1% in Q1 2026, buying an estimated $15K and bringing the position to 25,462 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

&Partners first reported a position in ECAT in Q2 2024 and has held it in 3 quarters since. The position peaked at $376K in Q4 2025. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

  • &Partners held 25,462 shares of BlackRock ESG Capital Allocation Term Trust worth $346K as of Q1 2026.
  • &Partners bought 1,001 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $15K.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1898 holding.
  • &Partners first reported a position in BlackRock ESG Capital Allocation Term Trust in Q2 2024 and has held it in 3 quarters since.
  • &Partners's BlackRock ESG Capital Allocation Term Trust position peaked at $376K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

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