Root Financial Partners’s BlackRock Science and Technology Trust BST Stock Holding History

Root Financial Partners’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	$47	Hold	1	–	–	﹤0.01%	3386
2025 Q4	$52	Hold	1	–	–	﹤0.01%	2380
2025 Q3	$51	Buy	+1	New	+$39	﹤0.01%	2267

Other funds holding BST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Root Financial Partners's BST Position: Q1 2026 in Review

Root Financial Partners held its BlackRock Science and Technology Trust (BST) position steady in Q1 2026 at 1 share worth $47. The position accounts for ﹤0.01% of the portfolio, ranked #3386.

Root Financial Partners first reported a position in BST in Q3 2025 and has held it in 3 quarters since. The position peaked at $52 in Q4 2025. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

Root Financial Partners held 1 share of BlackRock Science and Technology Trust worth $47 as of Q1 2026.
Root Financial Partners left its BlackRock Science and Technology Trust share count unchanged in Q1 2026.
BlackRock Science and Technology Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3386 holding.
Root Financial Partners first reported a position in BlackRock Science and Technology Trust in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's BlackRock Science and Technology Trust position peaked at $52 in Q4 2025.
120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.