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Farther Finance Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Farther Finance Advisors’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 		$20.2K Buy
+2,248
New +$19.5K ﹤0.01% 4128
2025
Q1 		– Sell
-1,225
Closed -$9.11K – 4434
2024
Q4 		$9.11K Sell
1,225
-6,685
-85% -$51.4K ﹤0.01% 2419
2024
Q3 		$59.7K Sell
7,910
-865
-10% -$6.33K ﹤0.01% 1552
2024
Q2 		$64.1K Sell
8,775
-550
-6% -$4.06K ﹤0.01% 1305
2024
Q1 		$75.6K Sell
9,325
-2,450
-21% -$19K ﹤0.01% 1042
2023
Q4 		$86.3K Buy
11,775
+10,550
+861% +$74.1K 0.01% 843
2023
Q3 		$8.53K Hold
1,225
– – ﹤0.01% 1341
2023
Q2 		$9.62K Buy
1,225
+44
+4% +$333 ﹤0.01% 1211
2023
Q1 		$9.48K Buy
+1,181
New +$8.79K ﹤0.01% 1134

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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Farther Finance Advisors's BTX Position: Q3 2026 in Review

Farther Finance Advisors opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q3 2026: 2,248 shares worth $20.2K. The stake represents ﹤0.01% of the portfolio and ranks #4128 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in BTX as recently as Q4 2024.

Farther Finance Advisors first reported a position in BTX in Q1 2023 and has held it in 9 quarters since. The position peaked at $86.3K in Q4 2023. 8 funds tracked by Wall St. Rank hold BTX as of Q3 2026.

  • Farther Finance Advisors held 2,248 shares of BlackRock Technology and Private Equity Term Trust worth $20.2K as of Q3 2026.
  • BlackRock Technology and Private Equity Term Trust was a new Farther Finance Advisors position in Q3 2026.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4128 holding.
  • Farther Finance Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2023 and has held it in 9 quarters since.
  • Farther Finance Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $86.3K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.