Tower Research Capital (TRC)’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Tower Research Capital (TRC)’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	$29.3K	Buy	+2,076	New	+$30.6K	﹤0.01%	3189
2022 Q1	–	Sell	-2,271	Closed	-$44K	–	6083
2021 Q4	$44K	Buy	+2,271	New	+$44.2K	﹤0.01%	2855
2021 Q1	–	Sell	-200	Closed	-$4K	–	5392
2020 Q4	$4K	Buy	+200	New	+$4.24K	﹤0.01%	4686

Other funds holding BCAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tower Research Capital (TRC)'s BCAT Position: Q1 2026 in Review

Tower Research Capital (TRC) opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q1 2026: 2,076 shares worth $29.3K. The stake represents ﹤0.01% of the portfolio and ranks #3189 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in BCAT as recently as Q4 2021.

Tower Research Capital (TRC) first reported a position in BCAT in Q4 2020 and has held it in 3 quarters since. The position peaked at $44K in Q4 2021. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

Tower Research Capital (TRC) held 2,076 shares of BlackRock Capital Allocation Term Trust worth $29.3K as of Q1 2026.
BlackRock Capital Allocation Term Trust was a new Tower Research Capital (TRC) position in Q1 2026.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #3189 holding.
Tower Research Capital (TRC) first reported a position in BlackRock Capital Allocation Term Trust in Q4 2020 and has held it in 3 quarters since.
Tower Research Capital (TRC)'s BlackRock Capital Allocation Term Trust position peaked at $44K in Q4 2021.
100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.