NRI
BST icon

NFP Retirement Inc’s BlackRock Science and Technology Trust BST Stock Holding History

NFP Retirement Inc’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 		$2.36M Buy
65,030
+4,156
+7% +$165K 0.14% 95
2025
Q4 		$2.47M Buy
60,874
+5,257
+9% +$216K 0.15% 87
2025
Q3 		$2.3M Sell
55,617
-2,910
-5% -$115K 0.15% 87
2025
Q2 		$2.23M Sell
58,527
-1,140
-2% -$39.8K 0.15% 86
2025
Q1 		$1.97M Buy
59,667
+1,713
+3% +$62.5K 0.16% 77
2024
Q4 		$2.12M Sell
57,954
-297
-0.5% -$10.9K 0.17% 76
2024
Q3 		$2.06M Sell
58,251
-1,196
-2% -$42.3K 0.17% 81
2024
Q2 		$2.24M Buy
59,447
+4,258
+8% +$154K 0.19% 75
2024
Q1 		$2.04M Buy
55,189
+574
+1% +$20.6K 0.18% 79
2023
Q4 		$1.84M Buy
54,615
+9,471
+21% +$312K 0.31% 66
2023
Q3 		$1.42M Buy
45,144
+2,236
+5% +$74.4K 0.27% 76
2023
Q2 		$1.48M Buy
42,908
+1,153
+3% +$37.4K 0.28% 76
2023
Q1 		$1.35M Buy
41,755
+10,892
+35% +$346K 0.27% 78
2022
Q4 		$876K Buy
30,863
+11,459
+59% +$349K 0.19% 98
2022
Q3 		$570K Buy
+19,404
New +$672K 0.14% 124

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NFP Retirement Inc's BST Position: Q1 2026 in Review

NFP Retirement Inc increased its BlackRock Science and Technology Trust (BST) stake by 6.8% in Q1 2026, buying an estimated $165K and bringing the position to 65,030 shares worth $2.36M. The position accounts for 0.14% of the portfolio, ranked #95.

NFP Retirement Inc first reported a position in BST in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.47M in Q4 2025. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

  • NFP Retirement Inc held 65,030 shares of BlackRock Science and Technology Trust worth $2.36M as of Q1 2026.
  • NFP Retirement Inc bought 4,156 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $165K.
  • BlackRock Science and Technology Trust made up 0.14% of NFP Retirement Inc's portfolio in Q1 2026, its #95 holding.
  • NFP Retirement Inc first reported a position in BlackRock Science and Technology Trust in Q3 2022 and has held it in 15 quarters since.
  • NFP Retirement Inc's BlackRock Science and Technology Trust position peaked at $2.47M in Q4 2025.
  • 120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.