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Park Square Financial Group’s BlackRock Health Sciences Trust BME Stock Holding History

Park Square Financial Group’s Portfolio BME Stock Details BME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-38
Closed -$1.39K – 338
2025
Q2 		$1.39K Hold
38
– – ﹤0.01% 931
2025
Q1 		$1.47K Hold
38
– – ﹤0.01% 880
2024
Q4 		$1.44K Buy
+38
New +$1.52K ﹤0.01% 875

Other funds holding BME

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Park Square Financial Group's BME Position: Q3 2025 in Review

Park Square Financial Group sold out of BlackRock Health Sciences Trust (BME) in Q3 2025, closing a stake of 38 shares — an estimated $1.39K sold.

Park Square Financial Group first reported a position in BME in Q4 2024 and held it in 3 quarters. The position peaked at $1.47K in Q1 2025. 76 funds tracked by Wall St. Rank hold BME as of Q3 2025.

  • Park Square Financial Group reported no remaining BlackRock Health Sciences Trust position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 38 BlackRock Health Sciences Trust shares in Q3 2025, an estimated $1.39K.
  • Park Square Financial Group first reported a position in BlackRock Health Sciences Trust in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's BlackRock Health Sciences Trust position peaked at $1.47K in Q1 2025.
  • 76 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.