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

Summit 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	$4.15M	Buy	138,072 +88,658	+179%	+$2.45M	0.05%	394
2026 Q1	$1.09M	Buy	49,414 +2,634	+6%	+$59.1K	0.01%	745
2025 Q4	$1.06M	Sell	46,780 -473	-1%	-$10.5K	0.02%	654
2025 Q3	$1.05M	Buy	+47,253	New	+$1.02M	0.02%	640

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

Summit Financial's BSTZ Position: Q2 2026 in Review

Summit Financial increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 179% in Q2 2026, buying an estimated $2.45M and bringing the position to 138,072 shares worth $4.15M. The position accounts for 0.05% of the portfolio, ranked #394.

Summit Financial first reported a position in BSTZ in Q3 2025 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Summit Financial held 138,072 shares of BlackRock Science and Technology Term Trust worth $4.15M as of Q2 2026.
Summit Financial bought 88,658 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $2.45M.
BlackRock Science and Technology Term Trust made up 0.05% of Summit Financial's portfolio in Q2 2026, its #394 holding.
Summit Financial first reported a position in BlackRock Science and Technology Term Trust in Q3 2025 and has held it in 4 quarters since.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

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