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

Summit Financial’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 		$1.08M Buy
29,795
+4,612
+18% +$183K 0.01% 748
2025
Q4 		$1.02M Buy
25,183
+3,496
+16% +$144K 0.02% 670
2025
Q3 		$897K Buy
+21,687
New +$855K 0.01% 685

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Financial's BST Position: Q1 2026 in Review

Summit Financial increased its BlackRock Science and Technology Trust (BST) stake by 18% in Q1 2026, buying an estimated $183K and bringing the position to 29,795 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #748.

Summit Financial first reported a position in BST in Q3 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold BST as of Q1 2026.

  • Summit Financial held 29,795 shares of BlackRock Science and Technology Trust worth $1.08M as of Q1 2026.
  • Summit Financial bought 4,612 BlackRock Science and Technology Trust shares in Q1 2026, an estimated $183K.
  • BlackRock Science and Technology Trust made up 0.01% of Summit Financial's portfolio in Q1 2026, its #748 holding.
  • Summit Financial first reported a position in BlackRock Science and Technology Trust in Q3 2025 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.