FORTEM FINANCIAL GROUP, LLC
Position in BST — BlackRock Science & Technology Trust
CIK 1766509
PALM DESERT, CA
Position in BST
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$699,341
+$213,596 QoQ
Shares Held
13,791
+3.2% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#55
of 134 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BST Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026FORTEM FINANCIAL GROUP, LLC holds $6,490,790 across 6 Asset Management names. BST ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
125,998 | $2,348,602 | |
| 2 | BX |
Blackstone Inc.
|
19,651 | $2,312,333 | |
| 3 | BLK |
BlackRock, Inc.
|
739 | $710,592 | |
| 4 | BST |
BlackRock Science & Technology Trust
This page
|
13,791 | $699,341 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
|
16,450 | $303,831 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
10,680 | $116,091 |
All Filings in BST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,341 | 13,791 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $485,745 | 13,363 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||