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Garton & Associates Financial Advisors’s BlackRock Science and Technology Trust BST Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-40
Closed -$1.62K – 199
2025
Q4 		$1.62K Buy
+40
New +$1.64K ﹤0.01% 1107

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KIM
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Garton & Associates Financial Advisors's BST Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of BlackRock Science and Technology Trust (BST) in Q1 2026, closing a stake of 40 shares — an estimated $1.62K sold.

Garton & Associates Financial Advisors first reported a position in BST in Q4 2025 and held it in 1 quarter. The position peaked at $1.62K in Q4 2025. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining BlackRock Science and Technology Trust position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 40 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $1.62K.
  • Garton & Associates Financial Advisors first reported a position in BlackRock Science and Technology Trust in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's BlackRock Science and Technology Trust position peaked at $1.62K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.