Position in BX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$377,603
+$11,935 QoQ
Shares Held
3,209
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,461
of 2,112 holders
Holding Since
Dec 2021
17 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, 2026ATWOOD & PALMER INC holds $36,013,817 across 8 Asset Management names. BX ranks #2 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
77,270 | $35,448,385 | |
| 2 | BX |
Blackstone Inc.
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|
3,209 | $377,603 | |
| 3 | TY |
TRI-CONTINENTAL Corp
|
2,726 | $93,828 | |
| 4 | ADX |
Adams Diversified Equity Fund, Inc.
|
1,057 | $27,006 | |
| 5 | BLK |
BlackRock, Inc.
|
28 | $26,923 | |
| 6 | NTRS |
Northern Trust Corp
|
100 | $17,384 | |
| 7 | ARES |
Ares Management Corp
|
107 | $11,910 | |
| 8 | PFG |
Principal Financial Group Inc
|
100 | $10,778 |
All Filings in BX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,603 | 3,209 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $365,668 | 3,180 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $484,770 | 3,145 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $532,710 | 3,118 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $463,698 | 3,100 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $13,978 | 100 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $17,242 | 100 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $15,313 | 100 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $12,380 | 100 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $13,137 | 100 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $13,092 | 100 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $10,714 | 100 | Shares | Sole | 2023-10-20 | |
| 2022-12-31 | $74,190 | 1,000 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $83,700 | 1,000 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $91,230 | 1,000 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $126,940 | 1,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $129,390 | 1,000 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||