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

Private Wealth Asset 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 Q3	$432K	Buy	+9,948	New	+$482K	0.02%	425
2026 Q2	–	Sell	-7,559	Closed	-$275K	–	936
2026 Q1	$275K	Buy	7,559 +359	+5%	+$14.2K	0.03%	226
2025 Q4	$292K	Buy	+7,200	New	+$296K	0.03%	225

Other funds holding BST

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Z3 Capital Partners Richmond, Virginia $482M AUM 40.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TWM

Todd Wealth Management Venice, Florida $131M AUM 28.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Alchemi Wealth Essex, Connecticut $223M AUM 31.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Wealth Asset Management's BST Position: Q3 2026 in Review

Private Wealth Asset Management opened a new position in BlackRock Science and Technology Trust (BST) in Q3 2026: 9,948 shares worth $432K. The stake represents 0.02% of the portfolio and ranks #425 among its holdings. This is a return to the name: Private Wealth Asset Management previously reported a position in BST as recently as Q1 2026.

Private Wealth Asset Management first reported a position in BST in Q4 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold BST as of Q3 2026.

Private Wealth Asset Management held 9,948 shares of BlackRock Science and Technology Trust worth $432K as of Q3 2026.
BlackRock Science and Technology Trust was a new Private Wealth Asset Management position in Q3 2026.
BlackRock Science and Technology Trust made up 0.02% of Private Wealth Asset Management's portfolio in Q3 2026, its #425 holding.
Private Wealth Asset Management first reported a position in BlackRock Science and Technology Trust in Q4 2025 and has held it in 3 quarters since.
106 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q3 2026.

Based on Private Wealth Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.