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Family Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Family Management’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 		$1.61M Buy
+53,556
New +$1.48M 0.17% 104
2026
Q1 		– Sell
-9,223
Closed -$209K – 311
2025
Q4 		$209K Sell
9,223
-32,798
-78% -$731K 0.03% 230
2025
Q3 		$931K Buy
+42,021
New +$903K 0.13% 99

Other funds holding BSTZ

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Lazard Asset Management
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

Family Management's BSTZ Position: Q2 2026 in Review

Family Management opened a new position in BlackRock Science and Technology Term Trust (BSTZ) in Q2 2026: 53,556 shares worth $1.61M. The stake represents 0.17% of the portfolio and ranks #104 among its holdings. This is a return to the name: Family Management previously reported a position in BSTZ as recently as Q4 2025.

Family Management first reported a position in BSTZ in Q3 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

  • Family Management held 53,556 shares of BlackRock Science and Technology Term Trust worth $1.61M as of Q2 2026.
  • BlackRock Science and Technology Term Trust was a new Family Management position in Q2 2026.
  • BlackRock Science and Technology Term Trust made up 0.17% of Family Management's portfolio in Q2 2026, its #104 holding.
  • Family Management first reported a position in BlackRock Science and Technology Term Trust in Q3 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.