Larson Financial Group’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Larson Financial Group’s Portfolio BSTZ Stock Details BSTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.4K	Hold	1,600	–	–	﹤0.01%	1543
2025 Q4	$36.2K	Hold	1,600	–	–	﹤0.01%	1409
2025 Q3	$35.5K	Hold	1,600	–	–	﹤0.01%	1315
2025 Q2	$33.2K	Hold	1,600	–	–	﹤0.01%	1250
2025 Q1	$28.4K	Sell	1,600 -200	-11%	-$4.08K	﹤0.01%	1229
2024 Q4	$37.3K	Buy	1,800 +940	+109%	+$19.4K	﹤0.01%	989
2024 Q3	$16.5K	Hold	860	–	–	﹤0.01%	1283
2024 Q2	$17.1K	Hold	860	–	–	﹤0.01%	1100
2024 Q1	$16.7K	Buy	860 +10	+1%	+$180	﹤0.01%	927
2023 Q4	$14.2K	Hold	850	–	–	﹤0.01%	932
2023 Q3	$14K	Hold	850	–	–	﹤0.01%	910
2023 Q2	$15.4K	Buy	850 +150	+21%	+$2.58K	﹤0.01%	810
2023 Q1	$13.1K	Hold	700	–	–	﹤0.01%	851
2022 Q4	$10.9K	Buy	700 +100	+17%	+$1.7K	﹤0.01%	838
2022 Q3	$11K	Hold	600	–	–	﹤0.01%	759
2022 Q2	$12K	Buy	600 +525	+700%	+$12.3K	﹤0.01%	655
2022 Q1	$2K	Hold	75	–	–	﹤0.01%	901
2021 Q4	$3K	Buy	+75	New	+$2.99K	﹤0.01%	890

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Larson Financial Group's BSTZ Position: Q1 2026 in Review

Larson Financial Group held its BlackRock Science and Technology Term Trust (BSTZ) position steady in Q1 2026 at 1,600 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Larson Financial Group first reported a position in BSTZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $37.3K in Q4 2024. 134 funds tracked by Wall St. Rank hold BSTZ as of Q1 2026.

Larson Financial Group held 1,600 shares of BlackRock Science and Technology Term Trust worth $35.4K as of Q1 2026.
Larson Financial Group left its BlackRock Science and Technology Term Trust share count unchanged in Q1 2026.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1543 holding.
Larson Financial Group first reported a position in BlackRock Science and Technology Term Trust in Q4 2021 and has held it in 18 quarters since.
Larson Financial Group's BlackRock Science and Technology Term Trust position peaked at $37.3K in Q4 2024.
134 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.