Herold Advisors’s BlackRock Science and Technology Trust BST Stock Holding History

Herold 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 Q3	$305K	Hold	6,103	–	–	0.06%	217
2026 Q2	$307K	Hold	6,103	–	–	0.06%	224
2026 Q1	$222K	Sell	6,103 -170	-3%	-$6.73K	0.05%	243
2025 Q4	$254K	Buy	6,273 +41	+0.7%	+$1.68K	0.06%	223
2025 Q3	$258K	Sell	6,232 -1	-0%	-$39	0.06%	221
2025 Q2	$238K	Buy	6,233 +101	+2%	+$3.53K	0.05%	271
2025 Q1	$202K	Buy	6,132 +55	+0.9%	+$2.01K	0.04%	267
2024 Q4	$222K	Buy	+6,077	New	+$223K	0.05%	252
2022 Q2	–	Sell	-4,000	Closed	-$173K	–	251
2022 Q1	$173K	Buy	+4,000	New	+$177K	0.06%	214

Other funds holding BST

TWML

Todd Wealth Management, LLC Venice, Florida $131M AUM 28.18% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

FFWM

Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Herold Advisors's BST Position: Q3 2026 in Review

Herold Advisors held its BlackRock Science and Technology Trust (BST) position steady in Q3 2026 at 6,103 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #217.

Herold Advisors first reported a position in BST in Q1 2022 and has held it in 9 quarters since. The position peaked at $307K in Q2 2026. 20 funds tracked by Wall St. Rank hold BST as of Q3 2026.

Herold Advisors held 6,103 shares of BlackRock Science and Technology Trust worth $305K as of Q3 2026.
Herold Advisors left its BlackRock Science and Technology Trust share count unchanged in Q3 2026.
BlackRock Science and Technology Trust made up 0.06% of Herold Advisors's portfolio in Q3 2026, its #217 holding.
Herold Advisors first reported a position in BlackRock Science and Technology Trust in Q1 2022 and has held it in 9 quarters since.
Herold Advisors's BlackRock Science and Technology Trust position peaked at $307K in Q2 2026.
20 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.