LFAS
BST icon

Level Four Advisory Services’s BlackRock Science and Technology Trust BST Stock Holding History

Level Four Advisory Services’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 		– Sell
-5,615
Closed -$228K – 871
2025
Q4 		$228K Buy
5,615
+47
+0.8% +$1.93K 0.01% 765
2025
Q3 		$230K Sell
5,568
-208
-4% -$8.2K 0.01% 739
2025
Q2 		$221K Sell
5,776
-1,241
-18% -$43.4K 0.01% 725
2025
Q1 		$232K Buy
7,017
+276
+4% +$10.1K 0.01% 691
2024
Q4 		$246K Sell
6,741
-478
-7% -$17.5K 0.01% 676
2024
Q3 		$257K Buy
7,219
+101
+1% +$3.57K 0.01% 679
2024
Q2 		$268K Sell
7,118
-235
-3% -$8.48K 0.01% 644
2024
Q1 		$248K Hold
7,353
– – 0.01% 667
2023
Q4 		$248K Sell
7,353
-8,779
-54% -$289K 0.01% 665
2023
Q3 		$507K Sell
16,132
-3,126
-16% -$104K 0.03% 437
2023
Q2 		$663K Buy
19,258
+10,050
+109% +$326K 0.04% 396
2023
Q1 		$298K Buy
9,208
+101
+1% +$3.21K 0.02% 589
2022
Q4 		$258K Buy
9,107
+1,822
+25% +$55.5K 0.02% 554
2022
Q3 		$214K Sell
7,285
-253
-3% -$8.76K 0.02% 490
2022
Q2 		$245K Buy
7,538
+133
+2% +$4.94K 0.02% 480
2022
Q1 		$320K Buy
7,405
+20
+0.3% +$885 0.03% 502
2021
Q4 		$369K Buy
+7,385
New +$387K 0.03% 470

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

Level Four Advisory Services's BST Position: Q1 2026 in Review

Level Four Advisory Services sold out of BlackRock Science and Technology Trust (BST) in Q1 2026, closing a stake of 5,615 shares — an estimated $228K sold.

Level Four Advisory Services first reported a position in BST in Q4 2021 and held it in 17 quarters. The position peaked at $663K in Q2 2023. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

  • Level Four Advisory Services reported no remaining BlackRock Science and Technology Trust position as of Q1 2026 after selling out during the quarter.
  • Level Four Advisory Services sold 5,615 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $228K.
  • Level Four Advisory Services first reported a position in BlackRock Science and Technology Trust in Q4 2021 and held it in 17 quarters.
  • Level Four Advisory Services's BlackRock Science and Technology Trust position peaked at $663K in Q2 2023.
  • 120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.