William Mack & Associates’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

William Mack & Associates’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	$18.3K	Buy	+1,339	New	+$20.7K	0.01%	329

Other funds holding BCAT

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Keebeck Wealth Management Chicago, Illinois $1.02B AUM 19.29% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

William Mack & Associates's BCAT Position: Q3 2026 in Review

William Mack & Associates opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q3 2026: 1,339 shares worth $18.3K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings.

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

William Mack & Associates held 1,339 shares of BlackRock Capital Allocation Term Trust worth $18.3K as of Q3 2026.
BlackRock Capital Allocation Term Trust was a new William Mack & Associates position in Q3 2026.
BlackRock Capital Allocation Term Trust made up 0.01% of William Mack & Associates's portfolio in Q3 2026, its #329 holding.
94 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.