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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$632K Buy
46,159
+2,716
+6% +$42K 0.11% 194
2026
Q2
$692K Buy
+43,443
New +$667K 0.13% 168

Other funds holding BCAT

Triumph Capital Management's BCAT Position: Q3 2026 in Review

Triumph Capital Management increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 6.3% in Q3 2026, buying an estimated $42K and bringing the position to 46,159 shares worth $632K. The position accounts for 0.11% of the portfolio, ranked #194.

Triumph Capital Management first reported a position in BCAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $692K in Q2 2026. 26 funds tracked by Wall St. Rank hold BCAT as of Q3 2026.

  • Triumph Capital Management held 46,159 shares of BlackRock Capital Allocation Term Trust worth $632K as of Q3 2026.
  • Triumph Capital Management bought 2,716 BlackRock Capital Allocation Term Trust shares in Q3 2026, an estimated $42K.
  • BlackRock Capital Allocation Term Trust made up 0.11% of Triumph Capital Management's portfolio in Q3 2026, its #194 holding.
  • Triumph Capital Management first reported a position in BlackRock Capital Allocation Term Trust in Q2 2026 and has held it in 2 quarters since.
  • Triumph Capital Management's BlackRock Capital Allocation Term Trust position peaked at $692K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.