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Patriot Financial Group Insurance Agency, LLC → BCAT
Patriot Financial Group Insurance Agency, LLC BCAT Position History
BlackRock Capital Allocation Term Trust • Financial Services
Quarters held
4
Latest value
$228K
Q3 2026
Peak value
$471K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $236K |
| Q1 2026 | $471K |
| Q2 2026 | $265K |
| Q3 2026 | $228K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $228K | 16.6K | — | — |
| Q2 2026 | $265K | 16.6K | — | — |
| Q1 2026 | $471K | 33.3K | — | — |
| Q4 2025 | $236K | 16.6K | — | — |
Other funds holding BCAT
$49.7M
$44.8M
$44.7M
$43M