Farther Finance Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Farther Finance 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 Q3	$105K	Buy	3,556 +3,112	+701%	+$92.4K	﹤0.01%	2813
2026 Q2	$13.3K	Hold	444	–	–	﹤0.01%	4247
2026 Q1	$10K	Buy	+444	New	+$9.96K	﹤0.01%	4112

Other funds holding BSTZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Farther Finance Advisors's BSTZ Position: Q3 2026 in Review

Farther Finance Advisors increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 701% in Q3 2026, buying an estimated $92.4K and bringing the position to 3,556 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2813.

Farther Finance Advisors first reported a position in BSTZ in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold BSTZ as of Q3 2026.

Farther Finance Advisors held 3,556 shares of BlackRock Science and Technology Term Trust worth $105K as of Q3 2026.
Farther Finance Advisors bought 3,112 BlackRock Science and Technology Term Trust shares in Q3 2026, an estimated $92.4K.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2813 holding.
Farther Finance Advisors first reported a position in BlackRock Science and Technology Term Trust in Q1 2026 and has held it in 3 quarters since.
9 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.