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Dakota Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History

Dakota Wealth Management’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 		$652K Buy
12,857
+366
+3% +$16.3K 0.01% 521
2026
Q1 		$454K Buy
12,491
+1,646
+15% +$65.2K 0.01% 566
2025
Q4 		$440K Buy
10,845
+4,815
+80% +$198K 0.01% 578
2025
Q3 		$249K Buy
+6,030
New +$238K 0.01% 586

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

Dakota Wealth Management's BST Position: Q2 2026 in Review

Dakota Wealth Management increased its BlackRock Science and Technology Trust (BST) stake by 2.9% in Q2 2026, buying an estimated $16.3K and bringing the position to 12,857 shares worth $652K. The position accounts for 0.01% of the portfolio, ranked #521.

Dakota Wealth Management first reported a position in BST in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold BST as of Q2 2026.

  • Dakota Wealth Management held 12,857 shares of BlackRock Science and Technology Trust worth $652K as of Q2 2026.
  • Dakota Wealth Management bought 366 BlackRock Science and Technology Trust shares in Q2 2026, an estimated $16.3K.
  • BlackRock Science and Technology Trust made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #521 holding.
  • Dakota Wealth Management first reported a position in BlackRock Science and Technology Trust in Q3 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.