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Capital Analysts LLC’s BlackRock Science and Technology Trust BST Stock Holding History

Capital Analysts LLC’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
Q1 		$11K Hold
303
– – ﹤0.01% 1236
2025
Q4 		$12K Hold
303
– – ﹤0.01% 1204
2025
Q3 		$13K Sell
303
-357
-54% -$14.1K ﹤0.01% 1142
2025
Q2 		$25K Hold
660
– – ﹤0.01% 958
2025
Q1 		$22K Sell
660
-74
-10% -$2.7K ﹤0.01% 965
2024
Q4 		$27K Sell
734
-598
-45% -$21.9K ﹤0.01% 870
2024
Q3 		$47K Buy
1,332
+94
+8% +$3.32K ﹤0.01% 734
2024
Q2 		$47K Sell
1,238
-74
-6% -$2.67K ﹤0.01% 712
2024
Q1 		$48K Buy
1,312
+117
+10% +$4.21K ﹤0.01% 670
2023
Q4 		$40K Buy
1,195
+268
+29% +$8.82K ﹤0.01% 700
2023
Q3 		$29K Buy
+927
New +$30.8K ﹤0.01% 715

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Analysts LLC's BST Position: Q1 2026 in Review

Capital Analysts LLC held its BlackRock Science and Technology Trust (BST) position steady in Q1 2026 at 303 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Capital Analysts LLC first reported a position in BST in Q3 2023 and has held it in 11 quarters since. The position peaked at $48K in Q1 2024. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

  • Capital Analysts LLC held 303 shares of BlackRock Science and Technology Trust worth $11K as of Q1 2026.
  • Capital Analysts LLC left its BlackRock Science and Technology Trust share count unchanged in Q1 2026.
  • BlackRock Science and Technology Trust made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1236 holding.
  • Capital Analysts LLC first reported a position in BlackRock Science and Technology Trust in Q3 2023 and has held it in 11 quarters since.
  • Capital Analysts LLC's BlackRock Science and Technology Trust position peaked at $48K in Q1 2024.
  • 120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.