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Triumph Capital Management’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Triumph Capital Management’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 		$692K Buy
+43,443
New +$667K 0.13% 168

Other funds holding BCAT

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Triumph Capital Management's BCAT Position: Q2 2026 in Review

Triumph Capital Management opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q2 2026: 43,443 shares worth $692K. The stake represents 0.13% of the portfolio and ranks #168 among its holdings.

16 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

  • Triumph Capital Management held 43,443 shares of BlackRock Capital Allocation Term Trust worth $692K as of Q2 2026.
  • BlackRock Capital Allocation Term Trust was a new Triumph Capital Management position in Q2 2026.
  • BlackRock Capital Allocation Term Trust made up 0.13% of Triumph Capital Management's portfolio in Q2 2026, its #168 holding.
  • 16 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.