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Blackrock Capital Allocation Trust shares owned by Shaker Financial Services

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

Historical chart of Shaker Financial 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 Shaker Financial 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 Shaker Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 16k 14.79
2025-03-31 $435k 30k 14.40
2024-12-31 $387k 26k 15.15

More positions owned by Shaker Financial Services

Calamos Strategic Total Retu Com Sh Ben Int (CSQ)
Royce Micro Capital Trust (RMT)
Nuveen Core Equity Alpha Fund (JCE)
Liberty All Star Equity Sh Ben Int (USA)
Eaton Vance Tax-Managed Buy-Write Income (ETB)
Liberty All-Star Growth Fund (ASG)
Central Securities (CET)
Calamos Global Dynamic Income Fund (CHW)
Special Opportunities Fund (SPE)
Adams Express Company (ADX)
First Trust Enhanced Equity Income Fund (FFA)
Nuveen Dow 30 Dynmc Overwrt SHS (DIAX)
European Equity Fund (EEA)
Royce Value Trust (RVT)
Eaton Vance Tax Managed Buy Write Opport (ETV)

View all positions for Shaker Financial Services

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