Position in BX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$460,089
+$11,514 QoQ
Shares Held
3,910
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,373
of 2,112 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026EXCALIBUR MANAGEMENT CORP holds $1,472,655 across 4 Asset Management names. BX ranks #1 (31.2% of the industry book) .
All Filings in BX
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,089 | 3,910 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $448,575 | 3,901 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $595,596 | 3,864 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $689,038 | 4,033 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $700,483 | 4,683 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $860,765 | 6,158 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,096,246 | 6,358 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,088,294 | 7,107 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $882,817 | 7,131 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $930,362 | 7,082 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $927,175 | 7,082 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $758,765 | 7,082 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $653,765 | 7,032 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $615,582 | 7,008 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $517,030 | 6,969 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $558,697 | 6,675 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $518,642 | 5,685 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $690,045 | 5,436 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $661,700 | 5,114 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $698,040 | 6,000 | Shares | Sole | 2021-10-28 | |
| No filing history on record for this holder in this stock. | ||||||