OneAscent Family Office, LLC
Family OfficePosition in BCAT — BlackRock Capital Allocation Term Trust
CIK 2055812
BIRMINGHAM, AL
Position in BCAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$497,955
+$143,955 QoQ
Shares Held
31,259
+25.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#47
of 110 holders
Holding Since
Sep 2025
3 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, 2026OneAscent Family Office, LLC holds $1,552,091 across 4 Asset Management names. BCAT ranks #1 (32.1% of the industry book) .
All Filings in BCAT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,955 | 31,259 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $354,000 | 25,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $369,750 | 25,000 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||