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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
Q2 		$254K Buy
+5,004
New +$223K ﹤0.01% 1217
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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Perigon Wealth Management's BST Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in BlackRock Science and Technology Trust (BST) in Q2 2026: 5,004 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #1217 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in BST as recently as Q4 2025.

Perigon Wealth Management first reported a position in BST in Q1 2021 and has held it in 18 quarters since. The position peaked at $340K in Q1 2024. 135 funds tracked by Wall St. Rank hold BST as of Q2 2026.

  • Perigon Wealth Management held 5,004 shares of BlackRock Science and Technology Trust worth $254K as of Q2 2026.
  • BlackRock Science and Technology Trust was a new Perigon Wealth Management position in Q2 2026.
  • BlackRock Science and Technology Trust made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1217 holding.
  • Perigon Wealth Management first reported a position in BlackRock Science and Technology Trust in Q1 2021 and has held it in 18 quarters since.
  • Perigon Wealth Management's BlackRock Science and Technology Trust position peaked at $340K in Q1 2024.
  • 135 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.