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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
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 $1.66T 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

Prosperity Consulting Group's BCAT Position: Q1 2026 in Review

Prosperity Consulting Group increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 43% in Q1 2026, buying an estimated $107K and bringing the position to 24,141 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #401.

Prosperity Consulting Group first reported a position in BCAT in Q3 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

  • Prosperity Consulting Group held 24,141 shares of BlackRock Capital Allocation Term Trust worth $341K as of Q1 2026.
  • Prosperity Consulting Group bought 7,235 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $107K.
  • BlackRock Capital Allocation Term Trust made up 0.02% of Prosperity Consulting Group's portfolio in Q1 2026, its #401 holding.
  • Prosperity Consulting Group first reported a position in BlackRock Capital Allocation Term Trust in Q3 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.