Founders Capital Management
Position in BCAT — BlackRock Capital Allocation Term Trust
CIK 1704300
HOUSTON, TX
Position in BCAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,337
+$1,620 QoQ
Shares Held
900
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 24 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCAT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Founders Capital Management holds $405,575 across 14 Asset Management names. BCAT ranks #10 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAD |
Nuveen Quality Municipal Income Fund
|
5,900 | $71,508 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
5,500 | $64,570 | |
| 3 | VPV |
Invesco Pennsylvania Value Municipal Income Trust
|
5,000 | $56,600 | |
| 4 | PAI |
Western Asset Investment Grade Income Fund Inc.
|
3,140 | $38,057 | |
| 5 | BGR |
BlackRock Energy & Resources Trust
|
2,000 | $29,640 | |
| 6 | MMT |
Aberdeen Multi-Market Income Fund
|
6,270 | $27,588 | |
| 7 | HQH |
abrdn Healthcare Investors
|
1,000 | $21,980 | |
| 8 | ARCC |
Ares Capital Corp
|
1,110 | $20,568 |
All Filings in BCAT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,337 | 900 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,717 | 900 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,744 | 900 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $13,311 | 900 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,626 | 900 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $12,960 | 900 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $13,635 | 900 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $14,805 | 900 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $14,769 | 900 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $14,994 | 900 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $13,455 | 900 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $13,041 | 900 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $13,725 | 900 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $13,626 | 900 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $12,483 | 900 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $12,249 | 900 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $13,185 | 900 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $14,904 | 900 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $17,505 | 900 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||