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Todd Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History

Todd Wealth Management’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
Q3 		$7.85M Buy
157,005
+985
+0.6% +$47.7K 5.99% 2
2026
Q2 		$7.91M Buy
156,020
+3,979
+3% +$178K 6% 1
2026
Q1 		$5.53M Buy
152,041
+6,780
+5% +$268K 5.03% 2
2025
Q4 		$5.89M Buy
+145,261
New +$5.97M 5.33% 2

Other funds holding BST

Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
David J. Yvars Group
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Todd Wealth Management's BST Position: Q3 2026 in Review

Todd Wealth Management increased its BlackRock Science and Technology Trust (BST) stake by 0.63% in Q3 2026, buying an estimated $47.7K and bringing the position to 157,005 shares worth $7.85M. The position accounts for 5.99% of the portfolio, ranked #2.

Todd Wealth Management first reported a position in BST in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.91M in Q2 2026. 38 funds tracked by Wall St. Rank hold BST as of Q3 2026.

  • Todd Wealth Management held 157,005 shares of BlackRock Science and Technology Trust worth $7.85M as of Q3 2026.
  • Todd Wealth Management bought 985 BlackRock Science and Technology Trust shares in Q3 2026, an estimated $47.7K.
  • BlackRock Science and Technology Trust made up 5.99% of Todd Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Todd Wealth Management first reported a position in BlackRock Science and Technology Trust in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's BlackRock Science and Technology Trust position peaked at $7.91M in Q2 2026.
  • 38 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.