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 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinnacle Wealth Planning Services's BCAT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its BlackRock Capital Allocation Term Trust (BCAT) stake by 12% in Q1 2026, selling an estimated $6.82K and leaving 3,332 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Pinnacle Wealth Planning Services first reported a position in BCAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $53.7K in Q4 2025. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

Pinnacle Wealth Planning Services held 3,332 shares of BlackRock Capital Allocation Term Trust worth $47.1K as of Q1 2026.
Pinnacle Wealth Planning Services sold 463 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $6.82K.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1240 holding.
Pinnacle Wealth Planning Services first reported a position in BlackRock Capital Allocation Term Trust in Q4 2025 and has held it in 2 quarters since.
Pinnacle Wealth Planning Services's BlackRock Capital Allocation Term Trust position peaked at $53.7K in Q4 2025.
100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.