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Blackrock Capital Allocation Trust shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Blackrock Capital Allocation Trust (BCAT) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock Capital Allocation Trust by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $168k 11k 14.79
2024-03-31 $374k 23k 16.66
2022-12-31 $168k 12k 13.84

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Value Etf (VTV)
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View all positions for Mariner Wealth Advisors

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