Position in BX
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$375,097
-$133,873 QoQ
Shares Held
3,262
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026SIGMA INVESTMENT COUNSELORS INC holds $29,600,186 across 5 Asset Management names. BX ranks #4 (1.3% of the industry book) .
All Filings in BX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $375,097 | 3,262 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $508,970 | 3,302 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $550,649 | 3,223 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $481,647 | 3,220 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $479,165 | 3,428 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $591,055 | 3,428 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $524,929 | 3,428 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $424,386 | 3,428 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $450,336 | 3,428 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $448,793 | 3,428 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $367,275 | 3,428 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $298,433 | 3,210 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $358,475 | 4,081 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $238,149 | 3,210 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $268,677 | 3,210 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $294,125 | 3,224 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $407,477 | 3,210 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $415,341 | 3,210 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $373,451 | 3,210 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $311,819 | 3,210 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||