Merit Financial Group’s BlackRock Science and Technology Trust BST Stock Holding History

Merit Financial Group’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 Q2	$865K	Buy	17,066 +2	+0%	+$89	0.01%	1160
2026 Q1	$620K	Buy	17,064 +2	+0%	+$79	﹤0.01%	1241
2025 Q4	$692K	Buy	17,062 +4	+0%	+$164	0.01%	1113
2025 Q3	$706K	Buy	+17,058	New	+$673K	0.01%	1005

Other funds holding BST

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

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

KIM

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Merit Financial Group's BST Position: Q2 2026 in Review

Merit Financial Group increased its BlackRock Science and Technology Trust (BST) stake by 0.01% in Q2 2026, buying an estimated $89 and bringing the position to 17,066 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #1160.

Merit Financial Group first reported a position in BST in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold BST as of Q2 2026.

Merit Financial Group held 17,066 shares of BlackRock Science and Technology Trust worth $865K as of Q2 2026.
Merit Financial Group bought 2 BlackRock Science and Technology Trust shares in Q2 2026, an estimated $89.
BlackRock Science and Technology Trust made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1160 holding.
Merit Financial Group first reported a position in BlackRock Science and Technology Trust in Q3 2025 and has held it in 4 quarters since.
135 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.