PAIM
BTX

Punch & Associates Investment Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Punch & Associates Investment Management’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
Q1 		$164K Buy
+24,905
New +$165K 0.01% 148

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Punch & Associates Investment Management's BTX Position: Q1 2026 in Review

Punch & Associates Investment Management opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2026: 24,905 shares worth $164K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings.

109 funds tracked by Wall St. Rank hold BTX as of Q1 2026.

  • Punch & Associates Investment Management held 24,905 shares of BlackRock Technology and Private Equity Term Trust worth $164K as of Q1 2026.
  • BlackRock Technology and Private Equity Term Trust was a new Punch & Associates Investment Management position in Q1 2026.
  • BlackRock Technology and Private Equity Term Trust made up 0.01% of Punch & Associates Investment Management's portfolio in Q1 2026, its #148 holding.
  • 109 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.