KSB
BTX

Kennebec Savings Bank’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Kennebec Savings 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
Q2 		$117 Buy
+13
New +$108 ﹤0.01% 283

Other funds holding BTX

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
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
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Kennebec Savings Bank's BTX Position: Q2 2026 in Review

Kennebec Savings Bank opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q2 2026: 13 shares worth $117. The stake represents ﹤0.01% of the portfolio and ranks #283 among its holdings.

28 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • Kennebec Savings Bank held 13 shares of BlackRock Technology and Private Equity Term Trust worth $117 as of Q2 2026.
  • BlackRock Technology and Private Equity Term Trust was a new Kennebec Savings Bank position in Q2 2026.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Kennebec Savings Bank's portfolio in Q2 2026, its #283 holding.
  • 28 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.