Mutual Advisors’s BlackRock Science and Technology Trust BST Stock Holding History

Mutual Advisors’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	$411K	Sell	11,295 -800	-7%	-$31.7K	0.01%	980
2025 Q4	$490K	Sell	12,095 -2,200	-15%	-$90.4K	0.01%	888
2025 Q3	$595K	Buy	14,295 +50	+0.4%	+$1.97K	0.01%	776
2025 Q2	$555K	Buy	14,245 +730	+5%	+$25.5K	0.01%	737
2025 Q1	$452K	Buy	13,515 +2,650	+24%	+$96.7K	0.01%	761
2024 Q4	$402K	Buy	10,865 +1,200	+12%	+$44K	0.01%	786
2024 Q3	$352K	Buy	9,665 +850	+10%	+$30K	0.01%	830
2024 Q2	$307K	Buy	8,815 +1,050	+14%	+$37.9K	0.01%	871
2024 Q1	$287K	Buy	7,765 +600	+8%	+$21.6K	0.01%	886
2023 Q4	$241K	Buy	7,165 +190	+3%	+$6.25K	0.01%	899
2023 Q3	$219K	Buy	+6,975	New	+$232K	0.01%	888

Other funds holding BST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mutual Advisors's BST Position: Q1 2026 in Review

Mutual Advisors reduced its BlackRock Science and Technology Trust (BST) stake by 6.6% in Q1 2026, selling an estimated $31.7K and leaving 11,295 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #980.

Mutual Advisors first reported a position in BST in Q3 2023 and has held it in 11 quarters since. The position peaked at $595K in Q3 2025. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

Mutual Advisors held 11,295 shares of BlackRock Science and Technology Trust worth $411K as of Q1 2026.
Mutual Advisors sold 800 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $31.7K.
BlackRock Science and Technology Trust made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #980 holding.
Mutual Advisors first reported a position in BlackRock Science and Technology Trust in Q3 2023 and has held it in 11 quarters since.
Mutual Advisors's BlackRock Science and Technology Trust position peaked at $595K in Q3 2025.
120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.