Cary Street Partners Financial »

Blackrock Capital Allocation Trust shares owned by Cary Street Partners Financial

Quarter-by-quarter ownership of Blackrock Capital Allocation Trust (BCAT) shares owned by Cary Street Partners Financial from 13F filings

Historical chart of Cary Street Partners Financial investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Capital Allocation Trust held by Cary Street Partners Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Blackrock Capital Allocation Trust by Cary Street Partners Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $182k 12k 14.79
2025-06-30 $186k 12k 15.14

More positions owned by Cary Street Partners Financial

Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Growth Etf Etf (VUG)
Fairlead Tactical Sector ETF Etf (TACK)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Tcw Flexible Income Etf Etf (FLXR)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Jpmorgan Income Etf Etf (JPIE)
Amazon Stock (AMZN)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Vanguard Small-cap Etf Etf (VB)
Jpmorgan Active Growth Etf Etf (JGRO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Cary Street Partners Financial

Top funds holding Blackrock Capital Allocation Trust

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

View all funds holding Blackrock Capital Allocation Trust