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

Stifel Financial’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 Q2	$2.84M	Buy	94,558 +3,314	+4%	+$91.5K	﹤0.01%	1815
2026 Q1	$2.02M	Sell	91,244 -273	-0.3%	-$6.12K	﹤0.01%	1957
2025 Q4	$2.07M	Sell	91,517 -740	-0.8%	-$16.5K	﹤0.01%	1898
2025 Q3	$2.04M	Buy	92,257 +1,663	+2%	+$35.7K	﹤0.01%	1900
2025 Q2	$1.88M	Buy	90,594 +4,758	+6%	+$88.4K	﹤0.01%	1888
2025 Q1	$1.52M	Sell	85,836 -14,695	-15%	-$300K	﹤0.01%	1955
2024 Q4	$2.08M	Sell	100,531 -4,881	-5%	-$101K	﹤0.01%	1745
2024 Q3	$2.02M	Sell	105,412 -2,173	-2%	-$41.5K	﹤0.01%	1771
2024 Q2	$2.14M	Sell	107,585 -2,561	-2%	-$48K	﹤0.01%	1677
2024 Q1	$2.14M	Buy	110,146 +3,461	+3%	+$62.1K	﹤0.01%	1677
2023 Q4	$1.78M	Buy	106,685 +15,960	+18%	+$258K	﹤0.01%	1753
2023 Q3	$1.5M	Sell	90,725 -7,873	-8%	-$139K	﹤0.01%	1781
2023 Q2	$1.79M	Sell	98,598 -30,137	-23%	-$519K	﹤0.01%	1708
2023 Q1	$2.41M	Sell	128,735 -13,014	-9%	-$228K	﹤0.01%	1456
2022 Q4	$2.22M	Sell	141,749 -21,572	-13%	-$367K	﹤0.01%	1448
2022 Q3	$2.88M	Sell	163,321 -1,348	-0.8%	-$27.8K	﹤0.01%	1232
2022 Q2	$3.23M	Buy	164,669 +14,183	+9%	+$333K	0.01%	1201
2022 Q1	$4.42M	Sell	150,486 -9,901	-6%	-$295K	0.01%	1122
2021 Q4	$6.25M	Buy	160,387 +21,287	+15%	+$849K	0.01%	951
2021 Q3	$5.37M	Buy	139,100 +2,423	+2%	+$98.3K	0.01%	983
2021 Q2	$5.7M	Buy	136,677 +1,073	+0.8%	+$40.7K	0.01%	953
2021 Q1	$4.84M	Buy	135,604 +28,522	+27%	+$1.04M	0.01%	983
2020 Q4	$3.9M	Sell	107,082 -5,568	-5%	-$172K	0.01%	998
2020 Q3	$2.89M	Buy	112,650 +18,479	+20%	+$462K	0.01%	1030
2020 Q2	$2.13M	Sell	94,171 -63,871	-40%	-$1.3M	﹤0.01%	1117
2020 Q1	$2.64M	Buy	158,042 +22,195	+16%	+$436K	0.01%	920
2019 Q4	$2.79M	Sell	135,847 -4,231	-3%	-$84.7K	0.01%	1136
2019 Q3	$2.9M	Buy	140,078 +109,404	+357%	+$2.33M	0.01%	1070
2019 Q2	$635K	Buy	+30,674	New	+$622K	﹤0.01%	2077

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Stifel Financial's BSTZ Position: Q2 2026 in Review

Stifel Financial increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 3.6% in Q2 2026, buying an estimated $91.5K and bringing the position to 94,558 shares worth $2.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Stifel Financial first reported a position in BSTZ in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.25M in Q4 2021. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Stifel Financial held 94,558 shares of BlackRock Science and Technology Term Trust worth $2.84M as of Q2 2026.
Stifel Financial bought 3,314 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $91.5K.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1815 holding.
Stifel Financial first reported a position in BlackRock Science and Technology Term Trust in Q2 2019 and has held it in 29 quarters since.
Stifel Financial's BlackRock Science and Technology Term Trust position peaked at $6.25M in Q4 2021.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.