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Blackrock Capital Allocation Trust shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Blackrock Capital Allocation Trust

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

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Quarterly reported holdings in Blackrock Capital Allocation Trust by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $675k 42k 15.93

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Top funds holding Blackrock Capital Allocation Trust

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

View all funds holding Blackrock Capital Allocation Trust