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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
Q2 		– Sell
-771
Closed -$10.9K – 704
2026
Q1 		$10.9K Buy
+771
New +$11.4K ﹤0.01% 1648

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FAM
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WCM
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CA
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TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Root Financial Partners's BCAT Position: Q2 2026 in Review

Root Financial Partners sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q2 2026, closing a stake of 771 shares — an estimated $10.9K sold.

Root Financial Partners first reported a position in BCAT in Q1 2026 and held it in 1 quarter. The position peaked at $10.9K in Q1 2026. 34 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

  • Root Financial Partners reported no remaining BlackRock Capital Allocation Term Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 771 BlackRock Capital Allocation Term Trust shares in Q2 2026, an estimated $10.9K.
  • Root Financial Partners first reported a position in BlackRock Capital Allocation Term Trust in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's BlackRock Capital Allocation Term Trust position peaked at $10.9K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.