Position in BX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$413,727
-$4,951 QoQ
Shares Held
3,516
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,412
of 2,112 holders
Holding Since
Jun 2020
25 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, 2026BOSTON FAMILY OFFICE LLC holds $2,638,845 across 6 Asset Management names. BX ranks #4 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
1,458 | $668,872 | |
| 2 | NTRS |
Northern Trust Corp
|
3,428 | $595,923 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
12,056 | $485,012 | |
| 4 | BX |
Blackstone Inc.
This page
|
3,516 | $413,727 | |
| 5 | JHG |
Janus Henderson Group Ltd.
|
5,000 | $259,750 | |
| 6 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
7,152 | $215,561 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,727 | 3,516 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $418,678 | 3,641 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $514,673 | 3,339 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $466,762 | 2,732 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $408,652 | 2,732 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $381,878 | 2,732 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $471,051 | 2,732 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $418,351 | 2,732 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $338,221 | 2,732 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $358,902 | 2,732 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $357,673 | 2,732 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $292,706 | 2,732 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $221,454 | 2,382 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $209,234 | 2,382 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $205,061 | 2,764 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $263,320 | 3,146 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $287,009 | 3,146 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $431,088 | 3,396 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $471,755 | 3,646 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $482,345 | 4,146 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $402,742 | 4,146 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $309,001 | 4,146 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $268,702 | 4,146 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $216,421 | 4,146 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $234,912 | 4,146 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||