Root Financial Partners
BSTZ icon

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

Root Financial Partners’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
Q3 		$57.4K Buy
+1,952
New +$57.9K ﹤0.01% 1013
2026
Q2 		– Sell
-229
Closed -$5.07K – 814
2026
Q1 		$5.07K Buy
+229
New +$5.14K ﹤0.01% 1954

Other funds holding BSTZ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Z3 Capital Partners
Z3 Capital Partners Richmond, Virginia $482M AUM 40.01% 1-Year Est. Return

Root Financial Partners's BSTZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in BlackRock Science and Technology Term Trust (BSTZ) in Q3 2026: 1,952 shares worth $57.4K. The stake represents ﹤0.01% of the portfolio and ranks #1013 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BSTZ as recently as Q1 2026.

Root Financial Partners first reported a position in BSTZ in Q1 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold BSTZ as of Q3 2026.

  • Root Financial Partners held 1,952 shares of BlackRock Science and Technology Term Trust worth $57.4K as of Q3 2026.
  • BlackRock Science and Technology Term Trust was a new Root Financial Partners position in Q3 2026.
  • BlackRock Science and Technology Term Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1013 holding.
  • Root Financial Partners first reported a position in BlackRock Science and Technology Term Trust in Q1 2026 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.