Focus Partners Wealth
BST icon

Focus Partners Wealth’s BlackRock Science and Technology Trust BST Stock Holding History

Focus Partners Wealth’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 		$259K Buy
7,126
+809
+13% +$32K ﹤0.01% 2272
2025
Q4 		$256K Hold
6,317
– – ﹤0.01% 2313
2025
Q3 		$261K Buy
+6,317
New +$249K ﹤0.01% 1921
2025
Q2 		– Sell
-6,392
Closed -$211K – 2046
2025
Q1 		$211K Buy
+6,392
New +$233K ﹤0.01% 1730

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

Focus Partners Wealth's BST Position: Q1 2026 in Review

Focus Partners Wealth increased its BlackRock Science and Technology Trust (BST) stake by 13% in Q1 2026, buying an estimated $32K and bringing the position to 7,126 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Focus Partners Wealth first reported a position in BST in Q1 2025 and has held it in 4 quarters since. The position peaked at $261K in Q3 2025. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

  • Focus Partners Wealth held 7,126 shares of BlackRock Science and Technology Trust worth $259K as of Q1 2026.
  • Focus Partners Wealth bought 809 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $32K.
  • BlackRock Science and Technology Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2272 holding.
  • Focus Partners Wealth first reported a position in BlackRock Science and Technology Trust in Q1 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's BlackRock Science and Technology Trust position peaked at $261K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.