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Blackrock Capital Allocation Trust shares owned by Sovran Advisors

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

Historical chart of Sovran 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 Sovran 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 Sovran Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 13k 15.10

More positions owned by Sovran Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Univrsl Usd (IUSB)
Broadcom (AVGO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Sovran Advisors

Top funds holding Blackrock Capital Allocation Trust

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

View all funds holding Blackrock Capital Allocation Trust