Position in BX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$559,886
-$190,621 QoQ
Shares Held
4,869
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $5,832,823 across 10 Asset Management names. BX ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
62,635 | $2,219,784 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
34,332 | $1,389,416 | |
| 3 | BX |
Blackstone Inc.
This page
|
4,869 | $559,886 | |
| 4 | PAI |
Western Asset Investment Grade Income Fund Inc.
|
27,351 | $330,947 | |
| 5 | PFO |
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
|
29,500 | $266,680 | |
| 6 | TROW |
Price T Rowe Group Inc
|
2,773 | $249,958 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
|
5,430 | $241,363 | |
| 8 | AMP |
Ameriprise Financial Inc
|
493 | $219,089 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $559,886 | 4,869 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $750,507 | 4,869 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $848,953 | 4,969 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $749,395 | 5,010 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $699,878 | 5,007 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $870,203 | 5,047 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $814,192 | 5,317 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $682,880 | 5,516 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $735,803 | 5,601 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $743,101 | 5,676 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $480,522 | 4,485 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $421,618 | 4,535 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $398,354 | 4,535 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $333,632 | 4,497 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $386,359 | 4,616 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $429,784 | 4,711 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $595,983 | 4,695 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $734,288 | 5,675 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $666,046 | 5,725 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $604,696 | 6,225 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $542,205 | 7,275 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $472,788 | 7,295 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $387,846 | 7,430 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $452,430 | 7,985 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $414,687 | 9,100 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||