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Rivernorth Capital Management’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Rivernorth Capital Management’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 		– Sell
-1,408,167
Closed -$19.9M – 546
2025
Q4 		$19.9M Buy
+1,408,167
New +$20.4M 0.94% 26
2025
Q3 		– Sell
-297,927
Closed -$4.51M – 481
2025
Q2 		$4.51M Sell
297,927
-1,095,398
-79% -$16M 0.25% 114
2025
Q1 		$20.1M Sell
1,393,325
-1,780,833
-56% -$27.2M 1.06% 28
2024
Q4 		$48.1M Sell
3,174,158
-326,326
-9% -$5.25M 2.31% 8
2024
Q3 		$57.6M Sell
3,500,484
-1,205,942
-26% -$19.8M 2.78% 7
2024
Q2 		$77.2M Sell
4,706,426
-63,649
-1% -$1.02M 3.65% 3
2024
Q1 		$79.5M Sell
4,770,075
-160,592
-3% -$2.49M 3.84% 3
2023
Q4 		$73.7M Sell
4,930,667
-97,181
-2% -$1.41M 3.53% 3
2023
Q3 		$72.9M Sell
5,027,848
-446,952
-8% -$6.68M 3.78% 2
2023
Q2 		$83.5M Sell
5,474,800
-23,451
-0.4% -$352K 4.17% 3
2023
Q1 		$83.2M Buy
5,498,251
+73,318
+1% +$1.09M 4.03% 2
2022
Q4 		$75.2M Buy
5,424,933
+247,707
+5% +$3.5M 3.39% 3
2022
Q3 		$70.5M Buy
5,177,226
+223,933
+5% +$3.33M 3.16% 1
2022
Q2 		$72.6M Buy
4,953,293
+566,106
+13% +$8.74M 2.94% 3
2022
Q1 		$72.7M Sell
4,387,187
-231,148
-5% -$4.06M 2.74% 3
2021
Q4 		$89.8M Buy
4,618,335
+4,160,943
+910% +$80.9M 3.63% 2
2021
Q3 		$9.24M Buy
+457,392
New +$9.88M 0.49% 61
2020
Q4 		– Sell
-100,000
Closed -$2.05M – 364
2020
Q3 		$2.05M Buy
+100,000
New +$2.02M 0.13% 138

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

Rivernorth Capital Management's BCAT Position: Q1 2026 in Review

Rivernorth Capital Management sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q1 2026, closing a stake of 1,408,167 shares — an estimated $19.9M sold.

Rivernorth Capital Management first reported a position in BCAT in Q3 2020 and held it in 18 quarters. The position peaked at $89.8M in Q4 2021. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

  • Rivernorth Capital Management reported no remaining BlackRock Capital Allocation Term Trust position as of Q1 2026 after selling out during the quarter.
  • Rivernorth Capital Management sold 1,408,167 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $19.9M.
  • Rivernorth Capital Management first reported a position in BlackRock Capital Allocation Term Trust in Q3 2020 and held it in 18 quarters.
  • Rivernorth Capital Management's BlackRock Capital Allocation Term Trust position peaked at $89.8M in Q4 2021.
  • 100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Rivernorth Capital Management's 13F filing for Q1 2026, filed 15 May 2026.