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Blackrock Capital Allocation Trust shares owned by Global Retirement Partners

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

Historical chart of Global Retirement Partners investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock Capital Allocation Trust by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.6k 444 14.78
2025-06-30 $6.4k 420 15.15
2022-12-31 $262k 19k 13.87
2022-09-30 $276k 19k 14.33
2022-06-30 $290k 20k 14.65
2022-03-31 $301k 20k 15.21

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View all positions for Global Retirement Partners

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