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Noble Wealth Management PBC’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Noble Wealth Management PBC’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 		$31.4K Buy
+3,500
New +$30.3K 0.01% 319
2025
Q1 		$209K Buy
+33,400
New +$248K 0.14% 126

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Noble Wealth Management PBC's BTX Position: Q3 2026 in Review

Noble Wealth Management PBC opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q3 2026: 3,500 shares worth $31.4K. The stake represents 0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: Noble Wealth Management PBC previously reported a position in BTX as recently as Q1 2025.

Noble Wealth Management PBC first reported a position in BTX in Q1 2025 and has held it in 2 quarters since. The position peaked at $209K in Q1 2025. 8 funds tracked by Wall St. Rank hold BTX as of Q3 2026.

  • Noble Wealth Management PBC held 3,500 shares of BlackRock Technology and Private Equity Term Trust worth $31.4K as of Q3 2026.
  • BlackRock Technology and Private Equity Term Trust was a new Noble Wealth Management PBC position in Q3 2026.
  • BlackRock Technology and Private Equity Term Trust made up 0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #319 holding.
  • Noble Wealth Management PBC first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2025 and has held it in 2 quarters since.
  • Noble Wealth Management PBC's BlackRock Technology and Private Equity Term Trust position peaked at $209K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.