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Perigon Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History

Perigon Wealth Management’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 		– Sell
-6,287
Closed -$255K – 1310
2025
Q4 		$255K Sell
6,287
-557
-8% -$22.9K ﹤0.01% 1094
2025
Q3 		$283K Buy
6,844
+18
+0.3% +$710 0.01% 999
2025
Q2 		$261K Sell
6,826
-880
-11% -$30.8K 0.01% 894
2025
Q1 		$254K Sell
7,706
-280
-4% -$10.2K 0.01% 873
2024
Q4 		$296K Sell
7,986
-663
-8% -$24.3K 0.01% 819
2024
Q3 		$306K Sell
8,649
-180
-2% -$6.36K 0.01% 780
2024
Q2 		$333K Sell
8,829
-381
-4% -$13.7K 0.01% 655
2024
Q1 		$340K Buy
9,210
+17
+0.2% +$612 0.01% 644
2023
Q4 		$309K Buy
9,193
+20
+0.2% +$658 0.01% 646
2023
Q3 		$288K Sell
9,173
-381
-4% -$12.7K 0.01% 600
2023
Q2 		$329K Sell
9,554
-515
-5% -$16.7K 0.01% 575
2023
Q1 		$326K Buy
10,069
+19
+0.2% +$604 0.02% 514
2022
Q4 		$285K Buy
+10,050
New +$306K 0.02% 544
2022
Q1 		– Sell
-4,360
Closed -$218K – 611
2021
Q4 		$218K Buy
4,360
+26
+0.6% +$1.36K 0.02% 537
2021
Q3 		$226K Buy
4,334
+36
+0.8% +$1.95K 0.02% 487
2021
Q2 		$256K Buy
4,298
+288
+7% +$16.4K 0.02% 443
2021
Q1 		$214K Buy
+4,010
New +$218K 0.02% 459

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

Perigon Wealth Management's BST Position: Q1 2026 in Review

Perigon Wealth Management sold out of BlackRock Science and Technology Trust (BST) in Q1 2026, closing a stake of 6,287 shares — an estimated $255K sold.

Perigon Wealth Management first reported a position in BST in Q1 2021 and held it in 17 quarters. The position peaked at $340K in Q1 2024. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

  • Perigon Wealth Management reported no remaining BlackRock Science and Technology Trust position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 6,287 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $255K.
  • Perigon Wealth Management first reported a position in BlackRock Science and Technology Trust in Q1 2021 and held it in 17 quarters.
  • Perigon Wealth Management's BlackRock Science and Technology Trust position peaked at $340K in Q1 2024.
  • 120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.