Shaker Financial Services, LLC Black Rock Capital Allocation Trust Transaction History

Shaker Financial Services, LLC

  • $301 Million
  • Q4 2025

A detailed history of Shaker Financial Services, LLC transactions in Black Rock Capital Allocation Trust stock. As of the latest transaction made, Shaker Financial Services, LLC holds 20,335 shares of BCAT stock, worth $289,367. This represents 0.1% of its overall portfolio holdings.

Number of Shares
20,335
Previous 15,500 31.19%
Holding current value
$289,367
Previous $229,000 26.2%
% of portfolio
0.1%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$14.23 - $14.95 $68,802 - $72,283
4,835 Added 31.19%
20,335 $289,000
Q3 2025

Oct 22, 2025
BUY
$14.56 - $15.29 $225,680 - $236,995
15,500 New
15,500 $229,000
Q1 2025

May 09, 2025
BUY
$14.35 - $15.88 $67,430 - $74,620
4,699 Added 18.42%
30,216 $435,000
Q4 2024

Feb 13, 2025
BUY
$15.1 - $16.65 $385,306 - $424,858
25,517 New
25,517 $386,000

Others Institutions Holding BCAT

# of Institutions
105
Shares Held
20.5M
Call Options Held
0
Put Options Held
0
View Full List

About BlackRock Capital Allocation Trust

BCAT Quotes by TradingView
  • Ticker BCAT
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about BCAT
Track This Portfolio

Track Shaker Financial Services, LLC Portfolio

Follow Shaker Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shaker Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shaker Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email