Valen Private Capital’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Valen Private Capital’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 Q3	$568K	Buy	+41,495	New	+$641K	0.18%	44

Other funds holding BCAT

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $799M AUM 33.32% 1-Year Est. Return

Valen Private Capital's BCAT Position: Q3 2026 in Review

Valen Private Capital opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q3 2026: 41,495 shares worth $568K. The stake represents 0.18% of the portfolio and ranks #44 among its holdings.

26 funds tracked by Wall St. Rank hold BCAT as of Q3 2026.

Valen Private Capital held 41,495 shares of BlackRock Capital Allocation Term Trust worth $568K as of Q3 2026.
BlackRock Capital Allocation Term Trust was a new Valen Private Capital position in Q3 2026.
BlackRock Capital Allocation Term Trust made up 0.18% of Valen Private Capital's portfolio in Q3 2026, its #44 holding.
26 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2026.

Based on Valen Private Capital's 13F filing for Q3 2026, filed 23 Oct 2026.