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Atomi Financial Group’s BlackRock Science and Technology Trust BST Stock Holding History

Atomi Financial Group’s Portfolio BST Stock Details BST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$855K Buy
16,863
+5,421
+47% +$242K 0.02% 536
2026
Q1 		$416K Sell
11,442
-15,624
-58% -$619K 0.01% 785
2025
Q4 		$1.1M Buy
27,066
+15,401
+132% +$633K 0.03% 381
2025
Q3 		$482K Sell
11,665
-100
-0.8% -$3.94K 0.02% 665
2025
Q2 		$449K Sell
11,765
-1,210
-9% -$42.3K 0.02% 638
2025
Q1 		$428K Sell
12,975
-215
-2% -$7.85K 0.02% 598
2024
Q4 		$482K Sell
13,190
-1,615
-11% -$59.3K 0.02% 497
2024
Q3 		$525K Buy
14,805
+125
+0.9% +$4.42K 0.03% 435
2024
Q2 		$553K Sell
14,680
-345
-2% -$12.4K 0.04% 363
2024
Q1 		$555K Sell
15,025
-565
-4% -$20.3K 0.05% 316
2023
Q4 		$525K Sell
15,590
-850
-5% -$28K 0.07% 254
2023
Q3 		$516K Sell
16,440
-180
-1% -$5.99K 0.17% 145
2023
Q2 		$572K Sell
16,620
-870
-5% -$28.2K 0.26% 119
2023
Q1 		$566K Buy
+17,490
New +$556K 0.32% 88

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Atomi Financial Group's BST Position: Q2 2026 in Review

Atomi Financial Group increased its BlackRock Science and Technology Trust (BST) stake by 47% in Q2 2026, buying an estimated $242K and bringing the position to 16,863 shares worth $855K. The position accounts for 0.02% of the portfolio, ranked #536.

Atomi Financial Group first reported a position in BST in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.1M in Q4 2025. 135 funds tracked by Wall St. Rank hold BST as of Q2 2026.

  • Atomi Financial Group held 16,863 shares of BlackRock Science and Technology Trust worth $855K as of Q2 2026.
  • Atomi Financial Group bought 5,421 BlackRock Science and Technology Trust shares in Q2 2026, an estimated $242K.
  • BlackRock Science and Technology Trust made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #536 holding.
  • Atomi Financial Group first reported a position in BlackRock Science and Technology Trust in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's BlackRock Science and Technology Trust position peaked at $1.1M in Q4 2025.
  • 135 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.