Triumph Capital Management
Position in BCAT — BlackRock Capital Allocation Term Trust
CIK 1730765
DENVER, CO
Position in BCAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$692,046
New position
Shares Held
43,443
first reported quarter
Ownership
0.041%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#5
of 19 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Triumph Capital Management holds $17,991,435 across 99 Asset Management names. BCAT ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTGC |
Hercules Capital, Inc.
|
92,379 | $1,456,816 | |
| 2 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
96,752 | $1,279,061 | |
| 3 | RVT |
Royce Small-Cap Trust, Inc.
|
60,025 | $1,108,661 | |
| 4 | HQH |
abrdn Healthcare Investors
|
45,512 | $1,000,353 | |
| 5 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
103,070 | $812,191 | |
| 6 | PTY |
Pimco Corporate & Income Opportunity Fund
|
61,606 | $741,120 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
30,181 | $715,591 | |
| 8 | BCAT |
BlackRock Capital Allocation Term Trust
This page
|
43,443 | $692,046 |
All Filings in BCAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,046 | 43,443 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||