Mariner
BTX

Mariner’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Mariner’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 		$278K Buy
30,756
+311
+1% +$2.58K ﹤0.01% 2906
2026
Q1 		$191K Sell
30,445
-4,717
-13% -$31.2K ﹤0.01% 3176
2025
Q4 		$232K Buy
35,162
+16,314
+87% +$110K ﹤0.01% 3063
2025
Q3 		$126K Buy
18,848
+7,848
+71% +$56.1K ﹤0.01% 3313
2025
Q2 		$80.7K Sell
11,000
-9,722
-47% -$64.3K ﹤0.01% 3278
2025
Q1 		$130K Buy
20,722
+2,405
+13% +$17.9K ﹤0.01% 3133
2024
Q4 		$136K Buy
18,317
+7,679
+72% +$59.1K ﹤0.01% 3111
2024
Q3 		$80.3K Sell
10,638
-346
-3% -$2.53K ﹤0.01% 3126
2024
Q2 		$79.4K Buy
+10,984
New +$81.1K ﹤0.01% 2992
2024
Q1 		– Sell
-12,316
Closed -$90.3K – 3255
2023
Q4 		$90.3K Hold
12,316
– – ﹤0.01% 2866
2023
Q3 		$85.7K Buy
12,316
+512
+4% +$3.91K ﹤0.01% 2703
2023
Q2 		$92.7K Sell
11,804
-1,206
-9% -$9.13K ﹤0.01% 2650
2023
Q1 		$104K Buy
13,010
+431
+3% +$3.21K ﹤0.01% 2570
2022
Q4 		$86K Buy
12,579
+2,269
+22% +$16.2K ﹤0.01% 2544
2022
Q3 		$75K Buy
+10,310
New +$86.2K ﹤0.01% 2260

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM

Mariner's BTX Position: Q2 2026 in Review

Mariner increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 1% in Q2 2026, buying an estimated $2.58K and bringing the position to 30,756 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2906.

Mariner first reported a position in BTX in Q3 2022 and has held it in 15 quarters since. 120 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

  • Mariner held 30,756 shares of BlackRock Technology and Private Equity Term Trust worth $278K as of Q2 2026.
  • Mariner bought 311 BlackRock Technology and Private Equity Term Trust shares in Q2 2026, an estimated $2.58K.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2906 holding.
  • Mariner first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2022 and has held it in 15 quarters since.
  • 120 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.