KWM
BST icon

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

Kingsview 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
Q1 		$871K Sell
23,957
-796
-3% -$31.5K 0.01% 722
2025
Q4 		$1M Buy
24,753
+1,495
+6% +$61.4K 0.01% 636
2025
Q3 		$962K Sell
23,258
-1,195
-5% -$47.1K 0.01% 622
2025
Q2 		$933K Hold
24,453
– – 0.02% 600
2025
Q1 		$807K Sell
24,453
-387
-2% -$14.1K 0.02% 600
2024
Q4 		$908K Sell
24,840
-199
-0.8% -$7.3K 0.02% 576
2024
Q3 		$887K Buy
25,039
+795
+3% +$28.1K 0.02% 565
2024
Q2 		$913K Sell
24,244
-340
-1% -$12.3K 0.02% 536
2024
Q1 		$908K Sell
24,584
-340
-1% -$12.2K 0.02% 521
2023
Q4 		$839K Sell
24,924
-171
-0.7% -$5.63K 0.03% 515
2023
Q3 		$788K Sell
25,095
-61
-0.2% -$2.03K 0.03% 499
2023
Q2 		$866K Buy
25,156
+3,072
+14% +$99.6K 0.03% 451
2023
Q1 		$714K Buy
22,084
+1,923
+10% +$61.1K 0.03% 484
2022
Q4 		$572K Sell
20,161
-278
-1% -$8.47K 0.02% 474
2022
Q3 		$600K Buy
20,439
+128
+0.6% +$4.43K 0.03% 455
2022
Q2 		$660K Hold
20,311
– – 0.03% 477
2022
Q1 		$879K Sell
20,311
-350
-2% -$15.5K 0.04% 431
2021
Q4 		$1.03M Hold
20,661
– – 0.04% 389
2021
Q3 		$1.08M Buy
20,661
+900
+5% +$48.7K 0.05% 352
2021
Q2 		$1.18M Buy
19,761
+8,557
+76% +$487K 0.06% 330
2021
Q1 		$614K Buy
+11,204
New +$609K 0.03% 462

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kingsview Wealth Management's BST Position: Q1 2026 in Review

Kingsview Wealth Management reduced its BlackRock Science and Technology Trust (BST) stake by 3.2% in Q1 2026, selling an estimated $31.5K and leaving 23,957 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #722.

Kingsview Wealth Management first reported a position in BST in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.18M in Q2 2021. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

  • Kingsview Wealth Management held 23,957 shares of BlackRock Science and Technology Trust worth $871K as of Q1 2026.
  • Kingsview Wealth Management sold 796 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $31.5K.
  • BlackRock Science and Technology Trust made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #722 holding.
  • Kingsview Wealth Management first reported a position in BlackRock Science and Technology Trust in Q1 2021 and has held it in 21 quarters since.
  • Kingsview Wealth Management's BlackRock Science and Technology Trust position peaked at $1.18M in Q2 2021.
  • 120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.