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Blackrock Capital Allocation Trust shares owned by Bryn Mawr Trust

Quarter-by-quarter ownership of Blackrock Capital Allocation Trust (BCAT) shares owned by Bryn Mawr Trust from 13F filings

Historical chart of Bryn Mawr Trust investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Capital Allocation Trust held by Bryn Mawr Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Capital Allocation Trust by Bryn Mawr Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.9k 700 14.13

More positions owned by Bryn Mawr Trust

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Comcast Corp Cl A (CMCSA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Johnson & Johnson (JNJ)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Eafe Etf (EFA)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Bryn Mawr Trust

Top funds holding Blackrock Capital Allocation Trust

Morgan Stanley
Wells Fargo & Company
Cohen & Steers Capital Management
Penserra Capital Management
Bank of America Corporation
UBS Group
Invesco
Royal Bank of Canada
Stifel Financial
LPL Financial
Rockefeller Capital Management
Advisors Asset Management
Keebeck Wealth Management
Raymond James Financial
Cambridge Investment Research Advisors

View all funds holding Blackrock Capital Allocation Trust