Fortem Financial Group’s BlackRock Science and Technology Trust BST Stock Holding History

Fortem Financial Group’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	$486K	Buy	+13,363	New	+$529K	0.12%	127

Other funds holding BST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortem Financial Group's BST Position: Q1 2026 in Review

Fortem Financial Group opened a new position in BlackRock Science and Technology Trust (BST) in Q1 2026: 13,363 shares worth $486K. The stake represents 0.12% of the portfolio and ranks #127 among its holdings.

120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

Fortem Financial Group held 13,363 shares of BlackRock Science and Technology Trust worth $486K as of Q1 2026.
BlackRock Science and Technology Trust was a new Fortem Financial Group position in Q1 2026.
BlackRock Science and Technology Trust made up 0.12% of Fortem Financial Group's portfolio in Q1 2026, its #127 holding.
120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.