Thurston Springer Miller Herd & Titak’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Thurston Springer Miller Herd & Titak’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	–	Sell	-40,000	Closed	-$294K	–	1404
2025 Q2	$294K	Hold	40,000	–	–	0.04%	311
2025 Q1	$250K	Buy	+40,000	New	+$297K	0.04%	271

Other funds holding BTX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's BTX Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q3 2025, closing a stake of 40,000 shares — an estimated $294K sold.

Thurston Springer Miller Herd & Titak first reported a position in BTX in Q1 2025 and held it in 2 quarters. The position peaked at $294K in Q2 2025. 91 funds tracked by Wall St. Rank hold BTX as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 40,000 BlackRock Technology and Private Equity Term Trust shares in Q3 2025, an estimated $294K.
Thurston Springer Miller Herd & Titak first reported a position in BlackRock Technology and Private Equity Term Trust in Q1 2025 and held it in 2 quarters.
Thurston Springer Miller Herd & Titak's BlackRock Technology and Private Equity Term Trust position peaked at $294K in Q2 2025.
91 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.