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

CAPTRUST Financial Advisors’s Portfolio BSTZ Stock Details BSTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$379K	Hold	12,633	–	–	﹤0.01%	2394
2026 Q1	$280K	Hold	12,633	–	–	﹤0.01%	2437
2025 Q4	$286K	Sell	12,633 -1,611	-11%	-$35.9K	﹤0.01%	2283
2025 Q3	$316K	Buy	14,244 +464	+3%	+$9.97K	﹤0.01%	2130
2025 Q2	$286K	Buy	+13,780	New	+$256K	﹤0.01%	2089
2024 Q1	–	Sell	-42,017	Closed	-$702K	–	2223
2023 Q4	$702K	Buy	+42,017	New	+$679K	﹤0.01%	1494

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

CAPTRUST Financial Advisors held its BlackRock Science and Technology Term Trust (BSTZ) position steady in Q2 2026 at 12,633 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

CAPTRUST Financial Advisors first reported a position in BSTZ in Q4 2023 and has held it in 6 quarters since. The position peaked at $702K in Q4 2023. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

CAPTRUST Financial Advisors held 12,633 shares of BlackRock Science and Technology Term Trust worth $379K as of Q2 2026.
CAPTRUST Financial Advisors left its BlackRock Science and Technology Term Trust share count unchanged in Q2 2026.
BlackRock Science and Technology Term Trust made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2394 holding.
CAPTRUST Financial Advisors first reported a position in BlackRock Science and Technology Term Trust in Q4 2023 and has held it in 6 quarters since.
CAPTRUST Financial Advisors's BlackRock Science and Technology Term Trust position peaked at $702K in Q4 2023.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

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