Symphony Financial Services, Inc.
Position in BST — BlackRock Science & Technology Trust
CIK 2031979
AKRON, OH
Position in BST
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$333,823
+$79,592 QoQ
Shares Held
6,583
-5.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#31
of 48 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BST Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Symphony Financial Services, Inc. holds $1,948,526 across 5 Asset Management names. BST ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
34,124 | $941,481 | |
| 2 | BST |
BlackRock Science & Technology Trust
This page
|
6,583 | $333,823 | |
| 3 | SRV |
NXG Cushing Midstream Energy Fund
|
6,566 | $328,890 | |
| 4 | GAB |
Gabelli Equity Trust Inc
|
32,152 | $181,980 | |
| 5 | PCN |
Pimco Corporate & Income Strategy Fund
|
13,586 | $162,352 |
All Filings in BST
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,823 | 6,583 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $254,231 | 6,994 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $278,226 | 6,863 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $268,964 | 6,503 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $240,890 | 6,311 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $209,684 | 6,356 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $215,155 | 5,885 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||