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Blackrock Capital Allocation Trust shares owned by Winebrenner Capital Management

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

Historical chart of Winebrenner Capital Management investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock Capital Allocation Trust by Winebrenner Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $680k 46k 14.79
2025-06-30 $681k 45k 15.14
2025-03-31 $648k 45k 14.40
2024-12-31 $682k 45k 15.15

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View all positions for Winebrenner Capital Management

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