Pinnacle Wealth Planning Services’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Pinnacle Wealth Planning Services’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	$36.8K	Sell	2,307 -1,025	-31%	-$15.7K	﹤0.01%	1483
2026 Q1	$47.1K	Sell	3,332 -463	-12%	-$6.82K	﹤0.01%	1240
2025 Q4	$53.7K	Buy	+3,795	New	+$54.9K	0.01%	1149

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

Pinnacle Wealth Planning Services's BCAT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its BlackRock Capital Allocation Term Trust (BCAT) stake by 31% in Q2 2026, selling an estimated $15.7K and leaving 2,307 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Pinnacle Wealth Planning Services first reported a position in BCAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $53.7K in Q4 2025. 110 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

Pinnacle Wealth Planning Services held 2,307 shares of BlackRock Capital Allocation Term Trust worth $36.8K as of Q2 2026.
Pinnacle Wealth Planning Services sold 1,025 BlackRock Capital Allocation Term Trust shares in Q2 2026, an estimated $15.7K.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1483 holding.
Pinnacle Wealth Planning Services first reported a position in BlackRock Capital Allocation Term Trust in Q4 2025 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's BlackRock Capital Allocation Term Trust position peaked at $53.7K in Q4 2025.
110 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.