Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

BCATBCAT
Showing 8 of 22 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in BLACKROCK CAPITAL ALLOC TR

Steward Partners Investment Advisory, LLC holds 9,081 shares of BCAT (BLACKROCK CAPITAL ALLOC TR), worth $144,662 as of 2026-Q2. The position was increased (+34.1% shares). BCAT represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$144,662

Current Shares

9,081

Total Value Change

-$34,465

Total Shares Change

-1,808

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9,081
+34.1%
$144,6620.0%$15.68
29
2026-Q1
Decreased
6,771
-0.3%
$95,6700.0%$13.23
0
2025-Q4
Decreased
6,794
-10.8%
$96,2070.0%$12.57
0
2025-Q3
Increased
7,621
+13.2%
$112,7120.0%$12.43
25
2025-Q2
Decreased
6,733
-31.4%
$101,9400.0%$12.05
0
2025-Q1
Decreased
9,819
-9.0%
$141,3930.0%$10.83
0
2024-Q4
Decreased
10,790
-0.9%
$163,4740.0%$10.77
0
2024-Q3
Increased
10,889
+81.7%
$179,1270.0%$11.09
35

Other major holders of BCAT: Saba Capital Management, L.P., MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used