Future Financial Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History

Future Financial Wealth Management’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 Q2	$640K	Hold	14,000	–	–	0.4%	52
2026 Q1	$574K	Hold	14,000	–	–	0.37%	54
2025 Q4	$560K	Hold	14,000	–	–	0.38%	55
2025 Q3	$579K	Hold	14,000	–	–	0.36%	51
2025 Q2	$534K	Hold	14,000	–	–	0.36%	52
2025 Q1	$462K	Hold	14,000	–	–	0.34%	58
2024 Q4	$512K	Hold	14,000	–	–	0.37%	51
2024 Q3	$496K	Sell	14,000 -100	-0.7%	-$3.53K	0.35%	61
2024 Q2	$531K	Sell	14,100 -500	-3%	-$18K	0.47%	50
2024 Q1	$539K	Buy	14,600 +4,000	+38%	+$144K	0.41%	52
2023 Q4	$357K	Buy	10,600 +1,000	+10%	+$32.9K	0.35%	67
2023 Q3	$302K	Buy	9,600 +100	+1%	+$3.33K	0.33%	73
2023 Q2	$327K	Hold	9,500	–	–	0.34%	69
2023 Q1	$305K	Hold	9,500	–	–	0.34%	77
2022 Q4	$270K	Sell	9,500 -3,400	-26%	-$104K	0.31%	86
2022 Q3	$419K	Sell	12,900 -2,000	-13%	-$69.3K	0.48%	60
2022 Q2	$645K	Hold	14,900	–	–	0.63%	55
2022 Q1	$645K	Hold	14,900	–	–	0.53%	55
2021 Q4	$760K	Buy	14,900 +7,900	+113%	+$414K	0.61%	51
2021 Q3	$417K	Hold	7,000	–	–	0.43%	72
2021 Q2	$417K	Sell	7,000 -1,096	-14%	-$62.4K	0.43%	72
2021 Q1	$433K	Hold	8,096	–	–	0.5%	62
2020 Q4	$426K	Buy	+8,096	New	+$381K	0.49%	65

Other funds holding BST

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Alchemi Wealth Essex, Connecticut $213M AUM

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Future Financial Wealth Management's BST Position: Q2 2026 in Review

Future Financial Wealth Management held its BlackRock Science and Technology Trust (BST) position steady in Q2 2026 at 14,000 shares worth $640K. The position accounts for 0.4% of the portfolio, ranked #52.

Future Financial Wealth Management first reported a position in BST in Q4 2020 and has held it in 23 quarters since. The position peaked at $760K in Q4 2021. 59 funds tracked by Wall St. Rank hold BST as of Q2 2026.

Future Financial Wealth Management held 14,000 shares of BlackRock Science and Technology Trust worth $640K as of Q2 2026.
Future Financial Wealth Management left its BlackRock Science and Technology Trust share count unchanged in Q2 2026.
BlackRock Science and Technology Trust made up 0.4% of Future Financial Wealth Management's portfolio in Q2 2026, its #52 holding.
Future Financial Wealth Management first reported a position in BlackRock Science and Technology Trust in Q4 2020 and has held it in 23 quarters since.
Future Financial Wealth Management's BlackRock Science and Technology Trust position peaked at $760K in Q4 2021.
59 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.