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Wilmington Savings Fund Society’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Wilmington Savings Fund Society’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 		$11.2K Hold
700
– – ﹤0.01% 1176
2026
Q1 		$9.89K Buy
+700
New +$10.3K ﹤0.01% 1189

Other funds holding BCAT

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PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
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
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 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
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wilmington Savings Fund Society's BCAT Position: Q2 2026 in Review

Wilmington Savings Fund Society held its BlackRock Capital Allocation Term Trust (BCAT) position steady in Q2 2026 at 700 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Wilmington Savings Fund Society first reported a position in BCAT in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

  • Wilmington Savings Fund Society held 700 shares of BlackRock Capital Allocation Term Trust worth $11.2K as of Q2 2026.
  • Wilmington Savings Fund Society left its BlackRock Capital Allocation Term Trust share count unchanged in Q2 2026.
  • BlackRock Capital Allocation Term Trust made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1176 holding.
  • Wilmington Savings Fund Society first reported a position in BlackRock Capital Allocation Term Trust in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.