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Steward Partners Investment Advisory’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Steward Partners Investment Advisory’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 		$95.7K Sell
6,771
-23
-0.3% -$339 ﹤0.01% 2391
2025
Q4 		$96.2K Sell
6,794
-827
-11% -$12K ﹤0.01% 2314
2025
Q3 		$113K Buy
7,621
+888
+13% +$13.3K ﹤0.01% 2157
2025
Q2 		$102K Sell
6,733
-3,086
-31% -$45.1K ﹤0.01% 2107
2025
Q1 		$141K Sell
9,819
-971
-9% -$14.8K ﹤0.01% 1818
2024
Q4 		$163K Sell
10,790
-99
-0.9% -$1.59K ﹤0.01% 1721
2024
Q3 		$179K Buy
10,889
+4,896
+82% +$80.2K ﹤0.01% 1585
2024
Q2 		$98.3K Sell
5,993
-1,590
-21% -$25.6K ﹤0.01% 1785
2024
Q1 		$126K Buy
7,583
+20
+0.3% +$310 ﹤0.01% 1644
2023
Q4 		$113K Sell
7,563
-5,379
-42% -$78.2K ﹤0.01% 1628
2023
Q3 		$188K Buy
12,942
+2,245
+21% +$33.6K ﹤0.01% 1311
2023
Q2 		$163K Hold
10,697
– – ﹤0.01% 1371
2023
Q1 		$162K Sell
10,697
-1,962
-15% -$29.1K ﹤0.01% 1377
2022
Q4 		$176K Buy
12,659
+2,168
+21% +$30.6K ﹤0.01% 1294
2022
Q3 		$143K Buy
10,491
+6,638
+172% +$98.6K ﹤0.01% 1346
2022
Q2 		$56K Sell
3,853
-18,951
-83% -$293K ﹤0.01% 1747
2022
Q1 		$378K Buy
22,804
+10,304
+82% +$181K 0.01% 1025
2021
Q4 		$243K Hold
12,500
– – ﹤0.01% 1230
2021
Q3 		$253K Buy
+12,500
New +$270K ﹤0.01% 1173
2021
Q2 		– Sell
-30,435
Closed -$625K – 7107
2021
Q1 		$625K Buy
+30,435
New +$659K 0.01% 804

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

Steward Partners Investment Advisory's BCAT Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its BlackRock Capital Allocation Term Trust (BCAT) stake by 0.34% in Q1 2026, selling an estimated $339 and leaving 6,771 shares worth $95.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2391.

Steward Partners Investment Advisory first reported a position in BCAT in Q1 2021 and has held it in 20 quarters since. The position peaked at $625K in Q1 2021. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

  • Steward Partners Investment Advisory held 6,771 shares of BlackRock Capital Allocation Term Trust worth $95.7K as of Q1 2026.
  • Steward Partners Investment Advisory sold 23 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $339.
  • BlackRock Capital Allocation Term Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2391 holding.
  • Steward Partners Investment Advisory first reported a position in BlackRock Capital Allocation Term Trust in Q1 2021 and has held it in 20 quarters since.
  • Steward Partners Investment Advisory's BlackRock Capital Allocation Term Trust position peaked at $625K in Q1 2021.
  • 100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.