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

Symphony 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
2026 Q2	$334K	Sell	6,583 -411	-6%	-$18.3K	0.15%	73
2026 Q1	$254K	Buy	6,994 +131	+2%	+$5.19K	0.13%	87
2025 Q4	$278K	Buy	6,863 +360	+6%	+$14.8K	0.14%	80
2025 Q3	$269K	Buy	6,503 +192	+3%	+$7.57K	0.14%	75
2025 Q2	$241K	Sell	6,311 -45	-0.7%	-$1.57K	0.14%	75
2025 Q1	$210K	Buy	6,356 +471	+8%	+$17.2K	0.14%	76
2024 Q4	$215K	Buy	+5,885	New	+$216K	0.17%	74

Other funds holding BST

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Alchemi Wealth Essex, Connecticut $213M AUM

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

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Symphony Financial Services's BST Position: Q2 2026 in Review

Symphony Financial Services reduced its BlackRock Science and Technology Trust (BST) stake by 5.9% in Q2 2026, selling an estimated $18.3K and leaving 6,583 shares worth $334K. The position accounts for 0.15% of the portfolio, ranked #73.

Symphony Financial Services first reported a position in BST in Q4 2024 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold BST as of Q2 2026.

Symphony Financial Services held 6,583 shares of BlackRock Science and Technology Trust worth $334K as of Q2 2026.
Symphony Financial Services sold 411 BlackRock Science and Technology Trust shares in Q2 2026, an estimated $18.3K.
BlackRock Science and Technology Trust made up 0.15% of Symphony Financial Services's portfolio in Q2 2026, its #73 holding.
Symphony Financial Services first reported a position in BlackRock Science and Technology Trust in Q4 2024 and has held it in 7 quarters since.
56 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.