Montgomery Financial Services’s BlackRock Science and Technology Trust BST Stock Holding History

Montgomery Financial 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 Q2	$9.94K	Buy	+196	New	+$8.74K	0.01%	173

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Montgomery Financial Services's BST Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in BlackRock Science and Technology Trust (BST) in Q2 2026: 196 shares worth $9.94K. The stake represents 0.01% of the portfolio and ranks #173 among its holdings.

129 funds tracked by Wall St. Rank hold BST as of Q2 2026.

Montgomery Financial Services held 196 shares of BlackRock Science and Technology Trust worth $9.94K as of Q2 2026.
BlackRock Science and Technology Trust was a new Montgomery Financial Services position in Q2 2026.
BlackRock Science and Technology Trust made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #173 holding.
129 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.