SA
BCAT icon

Sanctuary Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Sanctuary Advisors’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 		$300K Buy
+21,229
New +$313K ﹤0.01% 2097
2025
Q1 		– Sell
-104,707
Closed -$1.62M – 2207
2024
Q4 		$1.62M Sell
104,707
-35,195
-25% -$566K 0.01% 987
2024
Q3 		$2.25M Sell
139,902
-52,128
-27% -$854K 0.01% 808
2024
Q2 		$2.97M Buy
+192,030
New +$3.09M 0.02% 649

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

Sanctuary Advisors's BCAT Position: Q1 2026 in Review

Sanctuary Advisors opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q1 2026: 21,229 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #2097 among its holdings. This is a return to the name: Sanctuary Advisors previously reported a position in BCAT as recently as Q4 2024.

Sanctuary Advisors first reported a position in BCAT in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.97M in Q2 2024. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

  • Sanctuary Advisors held 21,229 shares of BlackRock Capital Allocation Term Trust worth $300K as of Q1 2026.
  • BlackRock Capital Allocation Term Trust was a new Sanctuary Advisors position in Q1 2026.
  • BlackRock Capital Allocation Term Trust made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #2097 holding.
  • Sanctuary Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q2 2024 and has held it in 4 quarters since.
  • Sanctuary Advisors's BlackRock Capital Allocation Term Trust position peaked at $2.97M in Q2 2024.
  • 100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.