Position in BX
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$329,330
-$89,468 QoQ
Shares Held
2,864
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026MOODY NATIONAL BANK TRUST DIVISION holds $14,329,220 across 12 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VCTR |
Victory Capital Holdings, Inc.
|
83,557 | $7,023,801 | |
| 2 | DBRG |
DigitalBridge Group, Inc.
|
104,858 | $1,654,659 | |
| 3 | CNS |
Cohen & Steers, Inc.
|
17,521 | $1,334,048 | |
| 4 | RJF |
Raymond James Financial Inc
|
5,434 | $826,130 | |
| 5 | CG |
Carlyle Group Inc.
|
17,840 | $751,241 | |
| 6 | KKR |
KKR & Co. Inc.
|
7,788 | $714,781 | |
| 7 | BEN |
Franklin Resources Inc
|
12,753 | $424,291 | |
| 8 | TRIN |
Trinity Capital Inc.
|
20,564 | $367,889 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $329,330 | 2,864 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $418,798 | 2,717 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $400,300 | 2,343 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $623,598 | 4,169 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $565,549 | 4,046 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $710,370 | 4,120 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $630,895 | 4,120 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $1,310,051 | 10,582 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $1,390,156 | 10,582 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $1,251,857 | 9,562 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,746,702 | 16,303 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $888,979 | 9,562 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $839,926 | 9,562 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $709,404 | 9,562 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $800,339 | 9,562 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $872,341 | 9,562 | Shares | Defined | 2022-07-07 | |
| 2022-03-31 | $6,456,422 | 50,862 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $7,929,018 | 61,280 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $7,175,850 | 61,680 | Shares | Defined | 2021-10-07 | |
| 2021-06-30 | $6,034,336 | 62,120 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $4,673,776 | 62,710 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $4,070,715 | 62,810 | Shares | Defined | 2021-03-04 | |
| 2020-09-30 | $3,278,682 | 62,810 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $3,564,480 | 62,910 | Shares | Defined | 2020-07-10 | |
| 2020-03-31 | $2,846,074 | 62,455 | Shares | Defined | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||