Rockefeller Capital Management
BSTZ icon

Rockefeller Capital Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Rockefeller Capital Management’s Portfolio BSTZ Stock Details BSTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.9M Buy
221,159
+125,389
+131% +$2.81M 0.01% 924
2025
Q4 		$2.17M Sell
95,770
-861
-0.9% -$19.2K ﹤0.01% 1208
2025
Q3 		$2.14M Sell
96,631
-6,960
-7% -$150K ﹤0.01% 1132
2025
Q2 		$2.15M Buy
103,591
+8,255
+9% +$153K ﹤0.01% 1092
2025
Q1 		$1.69M Buy
95,336
+10,655
+13% +$217K ﹤0.01% 1097
2024
Q4 		$1.75M Buy
84,681
+9,340
+12% +$193K ﹤0.01% 1061
2024
Q3 		$1.45M Sell
75,341
-7,085
-9% -$135K ﹤0.01% 1111
2024
Q2 		$1.64M Sell
82,426
-18,044
-18% -$338K ﹤0.01% 1056
2024
Q1 		$1.95M Sell
100,470
-16,128
-14% -$290K 0.01% 1016
2023
Q4 		$1.95M Sell
116,598
-22,585
-16% -$365K 0.01% 923
2023
Q3 		$2.3M Buy
139,183
+1,492
+1% +$26.4K 0.01% 795
2023
Q2 		$2.49M Buy
137,691
+14,836
+12% +$255K 0.01% 778
2023
Q1 		$2.3M Buy
122,855
+899
+0.7% +$15.8K 0.01% 774
2022
Q4 		$1.91M Sell
121,956
-22,745
-16% -$387K 0.01% 763
2022
Q3 		$2.55M Sell
144,701
-9,962
-6% -$205K 0.01% 693
2022
Q2 		$3.03M Sell
154,663
-10,256
-6% -$240K 0.02% 646
2022
Q1 		$4.84M Buy
164,919
+9,060
+6% +$270K 0.02% 552
2021
Q4 		$6.07M Buy
155,859
+1,690
+1% +$67.4K 0.03% 487
2021
Q3 		$5.95M Buy
154,169
+56,685
+58% +$2.3M 0.03% 432
2021
Q2 		$4.07M Buy
97,484
+50,942
+109% +$1.93M 0.02% 507
2021
Q1 		$1.66M Buy
46,542
+45,066
+3,053% +$1.64M 0.01% 633
2020
Q4 		$53K Buy
1,476
+465
+46% +$14.3K ﹤0.01% 1670
2020
Q3 		$25K Buy
1,011
+11
+1% +$275 ﹤0.01% 1711
2020
Q2 		$23K Buy
+1,000
New +$20.3K ﹤0.01% 1625

Other funds holding BSTZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Rockefeller Capital Management's BSTZ Position: Q1 2026 in Review

Rockefeller Capital Management increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 131% in Q1 2026, buying an estimated $2.81M and bringing the position to 221,159 shares worth $4.9M. The position accounts for 0.01% of the portfolio, ranked #924.

Rockefeller Capital Management first reported a position in BSTZ in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.07M in Q4 2021. 134 funds tracked by Wall St. Rank hold BSTZ as of Q1 2026.

  • Rockefeller Capital Management held 221,159 shares of BlackRock Science and Technology Term Trust worth $4.9M as of Q1 2026.
  • Rockefeller Capital Management bought 125,389 BlackRock Science and Technology Term Trust shares in Q1 2026, an estimated $2.81M.
  • BlackRock Science and Technology Term Trust made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #924 holding.
  • Rockefeller Capital Management first reported a position in BlackRock Science and Technology Term Trust in Q2 2020 and has held it in 24 quarters since.
  • Rockefeller Capital Management's BlackRock Science and Technology Term Trust position peaked at $6.07M in Q4 2021.
  • 134 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.