MATHER GROUP, LLC.
Position in BSTZ — BlackRock Science & Technology Term Trust
CIK 1527641
CHICAGO, IL
Position in BSTZ
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$265,800
-$5,520 QoQ
Shares Held
12,000
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BSTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MATHER GROUP, LLC. holds $10,617,901 across 66 Asset Management names. BSTZ ranks #11 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,685 | $1,620,481 | |
| 2 | HTGC |
Hercules Capital, Inc.
|
109,084 | $1,611,170 | |
| 3 | BX |
Blackstone Inc.
|
9,608 | $1,104,823 | |
| 4 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
54,160 | $644,504 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,414 | $628,381 | |
| 6 | NTRS |
Northern Trust Corp
|
3,582 | $499,939 | |
| 7 | IVZ |
Invesco Ltd.
|
14,492 | $352,010 | |
| 8 | ARES |
Ares Management Corp
|
2,743 | $299,261 |
All Filings in BSTZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $265,800 | 12,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $271,320 | 12,000 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $265,920 | 12,000 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $249,000 | 12,000 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $212,880 | 12,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $248,520 | 12,000 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $230,400 | 12,000 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||