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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
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 $1.66T 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

Dakota Wealth Management's BST Position: Q1 2026 in Review

Dakota Wealth Management increased its BlackRock Science and Technology Trust (BST) stake by 15% in Q1 2026, buying an estimated $65.2K and bringing the position to 12,491 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #566.

Dakota Wealth Management first reported a position in BST in Q3 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

  • Dakota Wealth Management held 12,491 shares of BlackRock Science and Technology Trust worth $454K as of Q1 2026.
  • Dakota Wealth Management bought 1,646 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $65.2K.
  • BlackRock Science and Technology Trust made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #566 holding.
  • Dakota Wealth Management first reported a position in BlackRock Science and Technology Trust in Q3 2025 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.