Steward Partners Investment Advisory, LLC
Position in BSTZ — BlackRock Science & Technology Term Trust
CIK 1723397
STAMFORD, CT
Position in BSTZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,320,262
+$3,897,334 QoQ
Shares Held
243,765
+57.7% QoQ
Ownership
0.355%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#16
of 152 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BSTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. BSTZ ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,807 | $20,968,738 | |
| 2 | BST |
BlackRock Science & Technology Trust
|
211,966 | $10,748,795 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
365,524 | $10,746,405 | |
| 4 | BX |
Blackstone Inc.
|
90,124 | $10,604,891 | |
| 5 | ARCC |
Ares Capital Corp
|
406,494 | $7,532,333 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
This page
|
243,765 | $7,320,262 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
225,504 | $6,803,455 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
437,539 | $6,510,580 |
All Filings in BSTZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,320,262 | 243,765 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,422,928 | 154,534 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,492,408 | 154,463 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,400,895 | 153,470 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,720,922 | 82,936 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,432,274 | 80,737 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,625,672 | 78,497 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,437,273 | 74,858 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,433,320 | 71,990 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,380,969 | 71,184 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,078,964 | 64,570 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,183,446 | 71,724 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,226,228 | 67,710 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,174,853 | 62,860 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,043,109 | 66,695 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,317,172 | 131,359 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,403,790 | 122,705 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,790,462 | 129,059 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,920,126 | 152,032 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,843,635 | 151,468 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,967,741 | 143,077 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,411,387 | 179,641 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,166,869 | 142,025 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,073,126 | 119,810 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,225,018 | 54,037 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $273,749 | 16,402 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||