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 Q2	$1.57M	Buy	30,938 +1,143	+4%	+$51K	0.02%	696
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

KIM

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Summit Financial's BST Position: Q2 2026 in Review

Summit Financial increased its BlackRock Science and Technology Trust (BST) stake by 3.8% in Q2 2026, buying an estimated $51K and bringing the position to 30,938 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #696.

Summit Financial first reported a position in BST in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold BST as of Q2 2026.

Summit Financial held 30,938 shares of BlackRock Science and Technology Trust worth $1.57M as of Q2 2026.
Summit Financial bought 1,143 BlackRock Science and Technology Trust shares in Q2 2026, an estimated $51K.
BlackRock Science and Technology Trust made up 0.02% of Summit Financial's portfolio in Q2 2026, its #696 holding.
Summit Financial first reported a position in BlackRock Science and Technology Trust in Q3 2025 and has held it in 4 quarters since.
135 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

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