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

Newbridge Financial Services 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
2025 Q4	–	Sell	-66,605	Closed	-$2.75M	–	1226
2025 Q3	$2.75M	Sell	66,605 -1,794	-3%	-$70.8K	0.41%	56
2025 Q2	$2.61M	Buy	+68,399	New	+$2.39M	0.42%	52
2021 Q3	–	Sell	-220	Closed	-$13K	–	1403
2021 Q2	$13K	Sell	220 -3	-1%	-$171	0.01%	896
2021 Q1	$12K	Hold	223	–	–	0.01%	836
2020 Q4	$12K	Hold	223	–	–	0.01%	663
2020 Q3	$9K	Buy	+223	New	+$9.01K	0.01%	691

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

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Newbridge Financial Services Group's BST Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of BlackRock Science and Technology Trust (BST) in Q4 2025, closing a stake of 66,605 shares — an estimated $2.75M sold.

Newbridge Financial Services Group first reported a position in BST in Q3 2020 and held it in 6 quarters. The position peaked at $2.75M in Q3 2025. 133 funds tracked by Wall St. Rank hold BST as of Q4 2025.

Newbridge Financial Services Group reported no remaining BlackRock Science and Technology Trust position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 66,605 BlackRock Science and Technology Trust shares in Q4 2025, an estimated $2.75M.
Newbridge Financial Services Group first reported a position in BlackRock Science and Technology Trust in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's BlackRock Science and Technology Trust position peaked at $2.75M in Q3 2025.
133 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.