JWA
BST icon

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

JFS Wealth 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
Q2 		$1.01K Sell
20
-363
-95% -$16.2K ﹤0.01% 1804
2026
Q1 		$13.9K Hold
383
– – ﹤0.01% 834
2025
Q4 		$15.5K Hold
383
– – ﹤0.01% 834
2025
Q3 		$15.8K Hold
383
– – ﹤0.01% 746
2025
Q2 		$14.6K Hold
383
– – ﹤0.01% 736
2025
Q1 		$12.6K Hold
383
– – ﹤0.01% 802
2024
Q4 		$14K Hold
383
– – ﹤0.01% 750
2024
Q3 		$13.6K Hold
383
– – ﹤0.01% 750
2024
Q2 		$14.4K Hold
383
– – ﹤0.01% 682
2024
Q1 		$14.1K Hold
383
– – ﹤0.01% 709
2023
Q4 		$12.9K Sell
383
-590
-61% -$19.4K ﹤0.01% 702
2023
Q3 		$30.6K Buy
973
+13
+1% +$433 ﹤0.01% 448
2023
Q2 		$33.1K Buy
960
+13
+1% +$421 ﹤0.01% 434
2023
Q1 		$30.6K Buy
947
+13
+1% +$413 ﹤0.01% 441
2022
Q4 		$26.5K Buy
934
+5
+0.5% +$152 ﹤0.01% 476
2022
Q3 		$27K Buy
929
+149
+19% +$5.16K ﹤0.01% 498
2022
Q2 		$25K Buy
780
+397
+104% +$14.7K ﹤0.01% 542
2022
Q1 		$17K Hold
383
– – ﹤0.01% 640
2021
Q4 		$19K Buy
+383
New +$20.1K ﹤0.01% 569

Other funds holding BST

PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

JFS Wealth Advisors's BST Position: Q2 2026 in Review

JFS Wealth Advisors reduced its BlackRock Science and Technology Trust (BST) stake by 95% in Q2 2026, selling an estimated $16.2K and leaving 20 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

JFS Wealth Advisors first reported a position in BST in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.1K in Q2 2023. 17 funds tracked by Wall St. Rank hold BST as of Q2 2026.

  • JFS Wealth Advisors held 20 shares of BlackRock Science and Technology Trust worth $1.01K as of Q2 2026.
  • JFS Wealth Advisors sold 363 BlackRock Science and Technology Trust shares in Q2 2026, an estimated $16.2K.
  • BlackRock Science and Technology Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1804 holding.
  • JFS Wealth Advisors first reported a position in BlackRock Science and Technology Trust in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's BlackRock Science and Technology Trust position peaked at $33.1K in Q2 2023.
  • 17 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.