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Prosperity Consulting Group’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Prosperity Consulting Group’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 		$385K Hold
24,141
– – 0.01% 439
2026
Q1 		$341K Buy
24,141
+7,235
+43% +$107K 0.02% 401
2025
Q4 		$239K Hold
16,906
– – 0.01% 454
2025
Q3 		$250K Buy
+16,906
New +$253K 0.01% 447

Other funds holding BCAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prosperity Consulting Group's BCAT Position: Q2 2026 in Review

Prosperity Consulting Group held its BlackRock Capital Allocation Term Trust (BCAT) position steady in Q2 2026 at 24,141 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #439.

Prosperity Consulting Group first reported a position in BCAT in Q3 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

  • Prosperity Consulting Group held 24,141 shares of BlackRock Capital Allocation Term Trust worth $385K as of Q2 2026.
  • Prosperity Consulting Group left its BlackRock Capital Allocation Term Trust share count unchanged in Q2 2026.
  • BlackRock Capital Allocation Term Trust made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #439 holding.
  • Prosperity Consulting Group first reported a position in BlackRock Capital Allocation Term Trust in Q3 2025 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.