PA
BTX

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

Pineridge 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
2025
Q3 		$9.04K Hold
1,350
– – ﹤0.01% 215
2025
Q2 		$9.91K Hold
1,350
– – ﹤0.01% 222
2025
Q1 		$8.45K Buy
+1,350
New +$10K ﹤0.01% 249

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pineridge Advisors's BTX Position: Q3 2025 in Review

Pineridge Advisors held its BlackRock Technology and Private Equity Term Trust (BTX) position steady in Q3 2025 at 1,350 shares worth $9.04K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Pineridge Advisors first reported a position in BTX in Q1 2025 and has held it in 3 quarters since. The position peaked at $9.91K in Q2 2025. 91 funds tracked by Wall St. Rank hold BTX as of Q3 2025.

  • Pineridge Advisors held 1,350 shares of BlackRock Technology and Private Equity Term Trust worth $9.04K as of Q3 2025.
  • Pineridge Advisors left its BlackRock Technology and Private Equity Term Trust share count unchanged in Q3 2025.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #215 holding.
  • Pineridge Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2025 and has held it in 3 quarters since.
  • Pineridge Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $9.91K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.