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Blackrock Capital Allocation Trust shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning 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 Pinnacle Wealth Planning 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 Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $54k 3.8k 14.16

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Top funds holding Blackrock Capital Allocation Trust

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

View all funds holding Blackrock Capital Allocation Trust