Root Financial Partners
BCAT icon

Root Financial Partners’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Root Financial Partners’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
Q3 		$2.68K Buy
+196
New +$3.03K ﹤0.01% 2498
2026
Q2 		– Sell
-771
Closed -$10.9K – 704
2026
Q1 		$10.9K Buy
+771
New +$11.4K ﹤0.01% 1648

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Root Financial Partners's BCAT Position: Q3 2026 in Review

Root Financial Partners opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q3 2026: 196 shares worth $2.68K. The stake represents ﹤0.01% of the portfolio and ranks #2498 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BCAT as recently as Q1 2026.

Root Financial Partners first reported a position in BCAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.9K in Q1 2026. 94 funds tracked by Wall St. Rank hold BCAT as of Q3 2026.

  • Root Financial Partners held 196 shares of BlackRock Capital Allocation Term Trust worth $2.68K as of Q3 2026.
  • BlackRock Capital Allocation Term Trust was a new Root Financial Partners position in Q3 2026.
  • BlackRock Capital Allocation Term Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2498 holding.
  • Root Financial Partners first reported a position in BlackRock Capital Allocation Term Trust in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's BlackRock Capital Allocation Term Trust position peaked at $10.9K in Q1 2026.
  • 94 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.