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 Q3	$34K	Hold	1,155	–	–	﹤0.01%	1799
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

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return

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

Larson Financial Group's BSTZ Position: Q3 2026 in Review

Larson Financial Group held its BlackRock Science and Technology Term Trust (BSTZ) position steady in Q3 2026 at 1,155 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Larson Financial Group first reported a position in BSTZ in Q4 2021 and has held it in 20 quarters since. The position peaked at $37.3K in Q4 2024. 70 funds tracked by Wall St. Rank hold BSTZ as of Q3 2026.

Larson Financial Group held 1,155 shares of BlackRock Science and Technology Term Trust worth $34K as of Q3 2026.
Larson Financial Group left its BlackRock Science and Technology Term Trust share count unchanged in Q3 2026.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1799 holding.
Larson Financial Group first reported a position in BlackRock Science and Technology Term Trust in Q4 2021 and has held it in 20 quarters since.
Larson Financial Group's BlackRock Science and Technology Term Trust position peaked at $37.3K in Q4 2024.
70 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.