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Blackrock Capital Allocation Trust shares owned by OneAscent Family Office

Quarter-by-quarter ownership of Blackrock Capital Allocation Trust (BCAT) shares owned by OneAscent Family Office from 13F filings

Historical chart of OneAscent Family Office investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock Capital Allocation Trust by OneAscent Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $370k 25k 14.79

More positions owned by OneAscent Family Office

Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Core P (OACP)
Select Sector Spdr Tr Energy (XLE)
Unified Ser Tr Oneascent Large (OALC)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Jpmorgan Usd Emg (EMB)
Etf Opportunities Trust Applied Fina Val (VSLU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Unified Ser Tr Oneascent Emgrg (OAEM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Dynamic Eqty Act
NVIDIA Corporation (NVDA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Broadcom (AVGO)

View all positions for OneAscent Family Office

Top funds holding Blackrock Capital Allocation Trust

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

View all funds holding Blackrock Capital Allocation Trust