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

Stifel Financial’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 		$903K Sell
100,525
-5,526
-5% -$47.9K ﹤0.01% 2619
2026
Q2 		$958K Buy
106,051
+43,185
+69% +$359K ﹤0.01% 2587
2026
Q1 		$415K Sell
62,866
-26,573
-30% -$176K ﹤0.01% 2969
2025
Q4 		$589K Sell
89,439
-28,347
-24% -$191K ﹤0.01% 2774
2025
Q3 		$789K Sell
117,786
-25,267
-18% -$181K ﹤0.01% 2536
2025
Q2 		$1.05M Sell
143,053
-57,725
-29% -$382K ﹤0.01% 2300
2025
Q1 		$1.26M Sell
200,778
-14,100
-7% -$105K ﹤0.01% 2086
2024
Q4 		$1.6M Sell
214,878
-50,745
-19% -$390K ﹤0.01% 1938
2024
Q3 		$2.01M Sell
265,623
-47,594
-15% -$348K ﹤0.01% 1776
2024
Q2 		$2.26M Sell
313,217
-19,710
-6% -$146K ﹤0.01% 1640
2024
Q1 		$2.71M Sell
332,927
-39,094
-11% -$303K ﹤0.01% 1516
2023
Q4 		$2.73M Sell
372,021
-47,521
-11% -$334K ﹤0.01% 1462
2023
Q3 		$2.92M Sell
419,542
-9,080
-2% -$69.3K ﹤0.01% 1348
2023
Q2 		$3.36M Sell
428,622
-58,547
-12% -$443K ﹤0.01% 1284
2023
Q1 		$3.91M Sell
487,169
-83,619
-15% -$622K 0.01% 1161
2022
Q4 		$3.89M Sell
570,788
-72,613
-11% -$518K 0.01% 1116
2022
Q3 		$4.68M Sell
643,401
-60,673
-9% -$507K 0.01% 988
2022
Q2 		$5.59M Buy
704,074
+176,991
+34% +$1.59M 0.01% 921
2022
Q1 		$6M Buy
527,083
+95,137
+22% +$1.2M 0.01% 967
2021
Q4 		$6.28M Buy
431,946
+310,337
+255% +$5.14M 0.01% 945
2021
Q3 		$2.2M Sell
121,609
-1,036
-0.8% -$20.1K ﹤0.01% 1512
2021
Q2 		$2.49M Buy
122,645
+49,895
+69% +$1.04M ﹤0.01% 1460
2021
Q1 		$1.48M Buy
+72,750
New +$1.47M ﹤0.01% 1713

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Z3 Capital Partners
Z3 Capital Partners Richmond, Virginia $482M AUM 40.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Stifel Financial's BTX Position: Q3 2026 in Review

Stifel Financial reduced its BlackRock Technology and Private Equity Term Trust (BTX) stake by 5.2% in Q3 2026, selling an estimated $47.9K and leaving 100,525 shares worth $903K. The position accounts for ﹤0.01% of the portfolio, ranked #2619.

Stifel Financial first reported a position in BTX in Q1 2021 and has held it in 23 quarters since. The position peaked at $6.28M in Q4 2021. 97 funds tracked by Wall St. Rank hold BTX as of Q3 2026.

  • Stifel Financial held 100,525 shares of BlackRock Technology and Private Equity Term Trust worth $903K as of Q3 2026.
  • Stifel Financial sold 5,526 BlackRock Technology and Private Equity Term Trust shares in Q3 2026, an estimated $47.9K.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #2619 holding.
  • Stifel Financial first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2021 and has held it in 23 quarters since.
  • Stifel Financial's BlackRock Technology and Private Equity Term Trust position peaked at $6.28M in Q4 2021.
  • 97 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.