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 Q2	$15K	Hold	303	–	–	﹤0.01%	1217
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Capital Analysts LLC's BST Position: Q2 2026 in Review

Capital Analysts LLC held its BlackRock Science and Technology Trust (BST) position steady in Q2 2026 at 303 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Capital Analysts LLC first reported a position in BST in Q3 2023 and has held it in 12 quarters since. The position peaked at $48K in Q1 2024. 135 funds tracked by Wall St. Rank hold BST as of Q2 2026.

Capital Analysts LLC held 303 shares of BlackRock Science and Technology Trust worth $15K as of Q2 2026.
Capital Analysts LLC left its BlackRock Science and Technology Trust share count unchanged in Q2 2026.
BlackRock Science and Technology Trust made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1217 holding.
Capital Analysts LLC first reported a position in BlackRock Science and Technology Trust in Q3 2023 and has held it in 12 quarters since.
Capital Analysts LLC's BlackRock Science and Technology Trust position peaked at $48K in Q1 2024.
135 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.