Reyes Financial Architecture’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Reyes Financial Architecture’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	$5.37K	Hold	337	–	–	﹤0.01%	274
2026 Q1	$4.76K	Hold	337	–	–	﹤0.01%	299
2025 Q4	$4.77K	Hold	337	–	–	﹤0.01%	290
2025 Q3	$4.98K	Hold	337	–	–	﹤0.01%	271
2025 Q2	$5.1K	Buy	+337	New	+$4.92K	﹤0.01%	248

Other funds holding BCAT

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

ERIC

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

FWP

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Reyes Financial Architecture's BCAT Position: Q2 2026 in Review

Reyes Financial Architecture held its BlackRock Capital Allocation Term Trust (BCAT) position steady in Q2 2026 at 337 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Reyes Financial Architecture first reported a position in BCAT in Q2 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

Reyes Financial Architecture held 337 shares of BlackRock Capital Allocation Term Trust worth $5.37K as of Q2 2026.
Reyes Financial Architecture left its BlackRock Capital Allocation Term Trust share count unchanged in Q2 2026.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of Reyes Financial Architecture's portfolio in Q2 2026, its #274 holding.
Reyes Financial Architecture first reported a position in BlackRock Capital Allocation Term Trust in Q2 2025 and has held it in 5 quarters since.
12 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.