CAPTRUST Financial Advisors
BST icon

CAPTRUST Financial Advisors’s BlackRock Science and Technology Trust BST Stock Holding History

CAPTRUST Financial Advisors’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 		$339K Hold
6,676
– – ﹤0.01% 2489
2026
Q1 		$243K Hold
6,676
– – ﹤0.01% 2547
2025
Q4 		$271K Buy
6,676
+627
+10% +$25.8K ﹤0.01% 2322
2025
Q3 		$250K Buy
6,049
+193
+3% +$7.61K ﹤0.01% 2298
2025
Q2 		$224K Buy
+5,856
New +$205K ﹤0.01% 2223
2024
Q1 		– Sell
-7,100
Closed -$239K – 2222
2023
Q4 		$239K Buy
+7,100
New +$234K ﹤0.01% 2270

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

CAPTRUST Financial Advisors's BST Position: Q2 2026 in Review

CAPTRUST Financial Advisors held its BlackRock Science and Technology Trust (BST) position steady in Q2 2026 at 6,676 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

CAPTRUST Financial Advisors first reported a position in BST in Q4 2023 and has held it in 6 quarters since. 135 funds tracked by Wall St. Rank hold BST as of Q2 2026.

  • CAPTRUST Financial Advisors held 6,676 shares of BlackRock Science and Technology Trust worth $339K as of Q2 2026.
  • CAPTRUST Financial Advisors left its BlackRock Science and Technology Trust share count unchanged in Q2 2026.
  • BlackRock Science and Technology Trust made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2489 holding.
  • CAPTRUST Financial Advisors first reported a position in BlackRock Science and Technology Trust in Q4 2023 and has held it in 6 quarters since.
  • 135 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.