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

Newbridge Financial Services Group’s Portfolio BSTZ Stock Details BSTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,983
Closed -$133K – 1227
2025
Q3 		$133K Buy
5,983
+47
+0.8% +$1.01K 0.02% 353
2025
Q2 		$123K Buy
+5,936
New +$110K 0.02% 351

Other funds holding BSTZ

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Newbridge Financial Services Group sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q4 2025, closing a stake of 5,983 shares — an estimated $133K sold.

Newbridge Financial Services Group first reported a position in BSTZ in Q2 2025 and held it in 2 quarters. The position peaked at $133K in Q3 2025. 125 funds tracked by Wall St. Rank hold BSTZ as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining BlackRock Science and Technology Term Trust position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 5,983 BlackRock Science and Technology Term Trust shares in Q4 2025, an estimated $133K.
  • Newbridge Financial Services Group first reported a position in BlackRock Science and Technology Term Trust in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's BlackRock Science and Technology Term Trust position peaked at $133K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2025.

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