Founders Financial Alliance’s BlackRock Health Sciences Trust BME Stock Holding History

Founders Financial Alliance’s Portfolio BME Stock Details BME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$744K	Buy	19,329 +2,047	+12%	+$84.4K	0.13%	155
2025 Q4	$711K	Sell	17,282 -1,981	-10%	-$78.2K	0.13%	151
2025 Q3	$717K	Buy	19,263 +2,212	+13%	+$80.4K	0.14%	152
2025 Q2	$622K	Buy	+17,051	New	+$618K	0.14%	146
2024 Q4	–	Sell	-8,135	Closed	-$341K	–	579
2024 Q3	$341K	Buy	8,135 +7	+0.1%	+$291	0.1%	205
2024 Q2	$332K	Sell	8,128 -2,053	-20%	-$81.7K	0.1%	199
2024 Q1	$422K	Buy	10,181 +7	+0.1%	+$293	0.13%	166
2023 Q4	$412K	Sell	10,174 -449	-4%	-$17.1K	0.16%	136
2023 Q3	$416K	Buy	10,623 +6	+0.1%	+$239	0.18%	115
2023 Q2	$431K	Buy	10,617 +5	+0%	+$206	0.17%	127
2023 Q1	$444K	Buy	10,612 +783	+8%	+$32.9K	0.22%	108
2022 Q4	$428K	Sell	9,829 -320	-3%	-$13.6K	0.2%	119
2022 Q3	$394K	Buy	+10,149	New	+$432K	0.2%	115

Other funds holding BME

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Founders Financial Alliance's BME Position: Q1 2026 in Review

Founders Financial Alliance increased its BlackRock Health Sciences Trust (BME) stake by 12% in Q1 2026, buying an estimated $84.4K and bringing the position to 19,329 shares worth $744K. The position accounts for 0.13% of the portfolio, ranked #155.

Founders Financial Alliance first reported a position in BME in Q3 2022 and has held it in 13 quarters since. 76 funds tracked by Wall St. Rank hold BME as of Q1 2026.

Founders Financial Alliance held 19,329 shares of BlackRock Health Sciences Trust worth $744K as of Q1 2026.
Founders Financial Alliance bought 2,047 BlackRock Health Sciences Trust shares in Q1 2026, an estimated $84.4K.
BlackRock Health Sciences Trust made up 0.13% of Founders Financial Alliance's portfolio in Q1 2026, its #155 holding.
Founders Financial Alliance first reported a position in BlackRock Health Sciences Trust in Q3 2022 and has held it in 13 quarters since.
76 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.