KERR FINANCIAL PLANNING Corp BCAT β€” BLACKROCK CAPITAL ALLOCA

Ownership history in KERR FINANCIAL PLANNING Corp  Β·  2 quarters on record

AI Ownership Summary

KERR FINANCIAL PLANNING Corp reported BLACKROCK CAPITAL ALLOCA (BCAT) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows BCAT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BCAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KERR FINANCIAL PLANNING Corp's position in BLACKROCK CAPITAL ALLOCA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BCAT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KERR FINANCIAL PLANNING Corp held BCAT β€” position size vs. price
% of Fund (quarterly)    BCAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 211 +7 +3.4% 0.00% $3K 2026-07-02 $15.76
2026 Q1 INITIATED β€” β€” β€” 204 β€” β€” 0.00% $3K 2026-04-29 $14.56

🏒 Other funds also holding BCAT

As of 2026 Q2 β€” sorted by position size

CoreCap Advisors, LLC 3Y 0.02%

FAQ About KERR FINANCIAL PLANNING Corp and BCAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has KERR FINANCIAL PLANNING Corp reported owning BCAT?

KERR FINANCIAL PLANNING Corp reported BCAT across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported BCAT position in KERR FINANCIAL PLANNING Corp's portfolio?

The largest reported portfolio weight for BCAT was 0.00% in 2026 Q1.

What is the latest reported BCAT position on this page?

The most recent filing on this page is 2026 Q2, when KERR FINANCIAL PLANNING Corp reported 211 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this BCAT ownership page compare?

The chart compares KERR FINANCIAL PLANNING Corp's quarterly BCAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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