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Bison Wealth, LLC → BCAT

Bison Wealth, LLC BCAT Position History

BlackRock Capital Allocation Term Trust • Financial Services

Quarters held
5
Latest value
$410K
Q3 2026
Peak value
$611K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$611K
Q4 2025$457K
Q1 2026$512K
Q2 2026$529K
Q3 2026$410K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$410K29.9K——
Q2 2026$529K33.1K——
Q1 2026$512K32.6K——
Q4 2025$457K32.0K——
Q3 2025$611K41.5K——

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