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 Q2	$34.7K	Sell	1,155 -445	-28%	-$12.3K	﹤0.01%	1695
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 $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Larson Financial Group's BSTZ Position: Q2 2026 in Review

Larson Financial Group reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 28% in Q2 2026, selling an estimated $12.3K and leaving 1,155 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Larson Financial Group first reported a position in BSTZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $37.3K in Q4 2024. 151 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Larson Financial Group held 1,155 shares of BlackRock Science and Technology Term Trust worth $34.7K as of Q2 2026.
Larson Financial Group sold 445 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $12.3K.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1695 holding.
Larson Financial Group first reported a position in BlackRock Science and Technology Term Trust in Q4 2021 and has held it in 19 quarters since.
Larson Financial Group's BlackRock Science and Technology Term Trust position peaked at $37.3K in Q4 2024.
151 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.