CFB
BTX

Cullen/Frost Bankers’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Cullen/Frost Bankers’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.5K Buy
2,053
+14
+0.7% +$116 ﹤0.01% 1070
2026
Q1 		$13.5K Buy
2,039
+789
+63% +$5.22K ﹤0.01% 1060
2025
Q4 		$8.24K Buy
+1,250
New +$8.41K ﹤0.01% 1141

Other funds holding BTX

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cullen/Frost Bankers's BTX Position: Q2 2026 in Review

Cullen/Frost Bankers increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 0.69% in Q2 2026, buying an estimated $116 and bringing the position to 2,053 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Cullen/Frost Bankers first reported a position in BTX in Q4 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • Cullen/Frost Bankers held 2,053 shares of BlackRock Technology and Private Equity Term Trust worth $18.5K as of Q2 2026.
  • Cullen/Frost Bankers bought 14 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $116.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #1070 holding.
  • Cullen/Frost Bankers first reported a position in BlackRock Technology and Private Equity Term Trust in Q4 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.