EB
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Eastern Bank’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Eastern Bank’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
Q3 		$16.8K Hold
1,867
– – ﹤0.01% 838
2026
Q2 		$16.9K Hold
1,867
– – ﹤0.01% 798
2026
Q1 		$12.3K Hold
1,867
– – ﹤0.01% 809
2025
Q4 		$12.3K Hold
1,867
– – ﹤0.01% 840
2025
Q3 		$12.5K Hold
1,867
– – ﹤0.01% 798
2025
Q2 		$13.7K Hold
1,867
– – ﹤0.01% 722
2025
Q1 		$11.7K Buy
+1,867
New +$13.9K ﹤0.01% 768

Other funds holding BTX

CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Eastern Bank's BTX Position: Q3 2026 in Review

Eastern Bank held its BlackRock Technology and Private Equity Term Trust (BTX) position steady in Q3 2026 at 1,867 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Eastern Bank first reported a position in BTX in Q1 2025 and has held it in 7 quarters since. The position peaked at $16.9K in Q2 2026. 8 funds tracked by Wall St. Rank hold BTX as of Q3 2026.

  • Eastern Bank held 1,867 shares of BlackRock Technology and Private Equity Term Trust worth $16.8K as of Q3 2026.
  • Eastern Bank left its BlackRock Technology and Private Equity Term Trust share count unchanged in Q3 2026.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #838 holding.
  • Eastern Bank first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2025 and has held it in 7 quarters since.
  • Eastern Bank's BlackRock Technology and Private Equity Term Trust position peaked at $16.9K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.