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

SFG 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 Q1	–	Sell	-10,276	Closed	-$417K	–	103
2025 Q4	$417K	Hold	10,276	–	–	0.16%	90
2025 Q3	$425K	Sell	10,276 -10,276	-50%	-$405K	0.18%	85
2025 Q2	$784K	Hold	20,552	–	–	0.47%	35
2025 Q1	$678K	Buy	+20,552	New	+$750K	0.33%	58

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

SFG Wealth Management's BST Position: Q1 2026 in Review

SFG Wealth Management sold out of BlackRock Science and Technology Trust (BST) in Q1 2026, closing a stake of 10,276 shares — an estimated $417K sold.

SFG Wealth Management first reported a position in BST in Q1 2025 and held it in 4 quarters. The position peaked at $784K in Q2 2025. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

SFG Wealth Management reported no remaining BlackRock Science and Technology Trust position as of Q1 2026 after selling out during the quarter.
SFG Wealth Management sold 10,276 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $417K.
SFG Wealth Management first reported a position in BlackRock Science and Technology Trust in Q1 2025 and held it in 4 quarters.
SFG Wealth Management's BlackRock Science and Technology Trust position peaked at $784K in Q2 2025.
120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.