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Blackrock Capital Allocation Trust shares owned by Insigneo Advisory Services

Quarter-by-quarter ownership of Blackrock Capital Allocation Trust (BCAT) shares owned by Insigneo Advisory Services from 13F filings

Historical chart of Insigneo Advisory Services investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock Capital Allocation Trust by Insigneo Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 17k 14.79
2025-06-30 $233k 15k 15.14
2025-03-31 $225k 16k 14.40
2024-03-31 $297k 17k 17.65
2023-12-31 $283k 17k 16.82
2023-09-30 $272k 17k 16.20
2023-06-30 $284k 17k 16.88
2023-03-31 $271k 16k 16.61
2022-12-31 $247k 15k 16.59

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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