Royal Bank of Canada
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Royal Bank of Canada’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Royal Bank of Canada’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 		$8.05M Buy
570,035
+190,604
+50% +$2.81M ﹤0.01% 2071
2025
Q4 		$5.37M Buy
379,431
+150,887
+66% +$2.18M ﹤0.01% 2370
2025
Q3 		$3.38M Sell
228,544
-288,138
-56% -$4.31M ﹤0.01% 2980
2025
Q2 		$7.82M Buy
516,682
+88,097
+21% +$1.29M ﹤0.01% 2216
2025
Q1 		$6.17M Buy
428,585
+343,154
+402% +$5.24M ﹤0.01% 2108
2024
Q4 		$1.29M Sell
85,431
-20,519
-19% -$330K ﹤0.01% 3332
2024
Q3 		$1.74M Sell
105,950
-9,246
-8% -$151K ﹤0.01% 3089
2024
Q2 		$1.89M Buy
115,196
+2,158
+2% +$34.7K ﹤0.01% 2947
2024
Q1 		$1.88M Buy
113,038
+14,053
+14% +$218K ﹤0.01% 2964
2023
Q4 		$1.48M Sell
98,985
-36,535
-27% -$531K ﹤0.01% 3327
2023
Q3 		$1.96M Sell
135,520
-52,777
-28% -$789K ﹤0.01% 2865
2023
Q2 		$2.87M Sell
188,297
-56,129
-23% -$843K ﹤0.01% 2543
2023
Q1 		$3.7M Sell
244,426
-4,416
-2% -$65.4K ﹤0.01% 2317
2022
Q4 		$3.45M Buy
248,842
+9,820
+4% +$139K ﹤0.01% 2425
2022
Q3 		$3.25M Sell
239,022
-308,575
-56% -$4.58M ﹤0.01% 2436
2022
Q2 		$8.02M Buy
547,597
+91,822
+20% +$1.42M ﹤0.01% 1718
2022
Q1 		$7.55M Buy
455,775
+79,792
+21% +$1.4M ﹤0.01% 1932
2021
Q4 		$7.31M Buy
375,983
+52,936
+16% +$1.03M ﹤0.01% 2113
2021
Q3 		$6.53M Buy
323,047
+281,406
+676% +$6.08M ﹤0.01% 2122
2021
Q2 		$911K Buy
41,641
+31,372
+306% +$666K ﹤0.01% 3740
2021
Q1 		$211K Buy
10,269
+8,297
+421% +$180K ﹤0.01% 4909
2020
Q4 		$43K Sell
1,972
-5,913
-75% -$125K ﹤0.01% 5724
2020
Q3 		$161K Buy
+7,885
New +$159K ﹤0.01% 4685

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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Royal Bank of Canada's BCAT Position: Q1 2026 in Review

Royal Bank of Canada increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 50% in Q1 2026, buying an estimated $2.81M and bringing the position to 570,035 shares worth $8.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

Royal Bank of Canada first reported a position in BCAT in Q3 2020 and has held it in 23 quarters since. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

  • Royal Bank of Canada held 570,035 shares of BlackRock Capital Allocation Term Trust worth $8.05M as of Q1 2026.
  • Royal Bank of Canada bought 190,604 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $2.81M.
  • BlackRock Capital Allocation Term Trust made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2071 holding.
  • Royal Bank of Canada first reported a position in BlackRock Capital Allocation Term Trust in Q3 2020 and has held it in 23 quarters since.
  • 100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.