OneAscent Family Office, LLC BCAT β€” BLACKROCK CAP ALLOCATION TER

Ownership history in OneAscent Family Office, LLC  Β·  2 quarters on record

AI Ownership Summary

OneAscent Family Office, LLC reported BLACKROCK CAP ALLOCATION TER (BCAT) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.3% in 2025 Q3. The latest visible filing shows BCAT at 0.24% 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 OneAscent Family Office, LLC's position in BLACKROCK CAP ALLOCATION TER, 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
2025 Q4

BCAT was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q4

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 OneAscent Family Office, LLC 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)
2025 Q4 UNCHANGED β€” β€” β€” 25,000 β€” 0% 0.24% $354K 2026-02-11 $13.97
2025 Q3 INITIATED β€” β€” β€” 25,000 β€” β€” 0.30% $370K 2025-10-31 $12.79

🏒 Other funds also holding BCAT

As of 2026 Q2 β€” sorted by position size

CoreCap Advisors, LLC 3Y 0.02% KERR FINANCIAL PLANNING Corp 0.0%

FAQ About OneAscent Family Office, LLC and BCAT

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

How long has OneAscent Family Office, LLC reported owning BCAT?

OneAscent Family Office, LLC reported BCAT across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported BCAT position in OneAscent Family Office, LLC's portfolio?

The largest reported portfolio weight for BCAT was 0.30% in 2025 Q3.

What is the latest reported BCAT position on this page?

The most recent filing on this page is 2025 Q4, when OneAscent Family Office, LLC reported 25,000 shares, equal to 0.24% of portfolio, with an estimated market value of $354K.

What does the chart on this BCAT ownership page compare?

The chart compares OneAscent Family Office, LLC'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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