Shaker Financial Services’s BlackRock Science and Technology Trust BST Stock Holding History

Shaker Financial Services’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
2025 Q3	–	Sell	-36,014	Closed	-$1.37M	–	152
2025 Q2	$1.37M	Buy	36,014 +27,297	+313%	+$954K	0.5%	66
2025 Q1	$288K	Sell	8,717 -9,000	-51%	-$329K	0.11%	133
2024 Q4	$648K	Sell	17,717 -29,106	-62%	-$1.07M	0.25%	114
2024 Q3	$1.66M	Buy	46,823 +20,491	+78%	+$724K	0.63%	51
2024 Q2	$992K	Buy	+26,332	New	+$950K	0.4%	73
2022 Q1	–	Sell	-7,258	Closed	-$363K	–	152
2021 Q4	$363K	Sell	7,258 -13,365	-65%	-$700K	0.13%	130
2021 Q3	$1.08M	Buy	+20,623	New	+$1.12M	0.43%	70

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

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

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Shaker Financial Services's BST Position: Q3 2025 in Review

Shaker Financial Services sold out of BlackRock Science and Technology Trust (BST) in Q3 2025, closing a stake of 36,014 shares — an estimated $1.37M sold.

Shaker Financial Services first reported a position in BST in Q3 2021 and held it in 7 quarters. The position peaked at $1.66M in Q3 2024. 135 funds tracked by Wall St. Rank hold BST as of Q3 2025.

Shaker Financial Services reported no remaining BlackRock Science and Technology Trust position as of Q3 2025 after selling out during the quarter.
Shaker Financial Services sold 36,014 BlackRock Science and Technology Trust shares in Q3 2025, an estimated $1.37M.
Shaker Financial Services first reported a position in BlackRock Science and Technology Trust in Q3 2021 and held it in 7 quarters.
Shaker Financial Services's BlackRock Science and Technology Trust position peaked at $1.66M in Q3 2024.
135 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q3 2025.

Based on Shaker Financial Services's 13F filing for Q3 2025, filed 22 Oct 2025.