Position in BX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,590,780
+$1,849 QoQ
Shares Held
13,519
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#877
of 2,104 holders
Holding Since
Sep 2020
23 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $17,688,789 across 19 Asset Management names. BX ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
132,041 | $5,623,626 | |
| 2 | ASST |
Strive, Inc.
|
291,087 | $3,175,759 | |
| 3 | BLK |
BlackRock, Inc.
|
1,950 | $1,875,042 | |
| 4 | BX |
Blackstone Inc.
This page
|
13,519 | $1,590,780 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
25,503 | $1,143,809 | |
| 6 | STT |
State Street Corp
|
5,144 | $872,422 | |
| 7 | AMP |
Ameriprise Financial Inc
|
1,783 | $817,969 | |
| 8 | BEN |
Franklin Resources Inc
|
14,064 | $467,909 |
All Filings in BX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,590,780 | 13,519 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,588,931 | 13,818 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,198,961 | 14,266 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,902,058 | 16,986 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,643,976 | 17,676 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,306,370 | 16,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,559,230 | 14,843 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,517,824 | 9,912 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,365,266 | 11,028 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,281,514 | 9,755 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,244,918 | 9,509 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $995,223 | 9,289 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,133,304 | 12,190 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $968,611 | 11,027 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $246,830 | 3,327 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $503,037 | 6,010 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $631,037 | 6,917 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $838,057 | 6,602 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,351,996 | 10,449 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,192,019 | 10,246 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $571,960 | 5,888 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $354,986 | 4,763 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $278,017 | 5,326 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||