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BOLTON SECURITIES CORPORATION’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$698K Buy
+49,409
New +$728K 0.03% 446
2025
Q3 		$518K Buy
+34,995
New +$524K 0.02% 505
2025
Q1 		$556K Buy
+38,645
New +$590K 0.03% 454

Other funds holding BCAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BCAT Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q1 2026: 49,409 shares worth $698K. The stake represents 0.03% of the portfolio and ranks #446 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in BCAT as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in BCAT in Q1 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 49,409 shares of BlackRock Capital Allocation Term Trust worth $698K as of Q1 2026.
  • BlackRock Capital Allocation Term Trust was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • BlackRock Capital Allocation Term Trust made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #446 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in BlackRock Capital Allocation Term Trust in Q1 2025 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.