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Blackrock Capital Allocation Trust shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment 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 Perennial Investment 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $812k 55k 14.79
2025-06-30 $812k 54k 15.14
2025-03-31 $684k 48k 14.40
2024-12-31 $552k 36k 15.15

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View all positions for Perennial Investment Advisors

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