Position in BX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$61,300,656
+$3,323,849 QoQ
Shares Held
520,954
+3.3% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#106
of 2,123 holders
Holding Since
Mar 2020
26 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, 2026WHITTIER TRUST CO holds $128,592,146 across 42 Asset Management names. BX ranks #1 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
520,954 | $61,300,656 | |
| 2 | KKR |
KKR & Co. Inc.
|
394,309 | $36,189,679 | |
| 3 | BLK |
BlackRock, Inc.
|
10,755 | $10,341,577 | |
| 4 | ARES |
Ares Management Corp
|
74,787 | $8,324,540 | |
| 5 | STT |
State Street Corp
|
19,332 | $3,278,707 | |
| 6 | NAC |
Nuveen California Quality Municipal Income Fund
|
211,287 | $2,560,798 | |
| 7 | ARCC |
Ares Capital Corp
|
83,330 | $1,544,104 | |
| 8 | GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
|
100,514 | $1,453,432 |
All Filings in BX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,300,656 | 520,954 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $57,976,807 | 504,190 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $54,594,692 | 354,189 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $59,168,429 | 346,318 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $50,747,258 | 339,265 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $44,759,372 | 320,213 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $55,492,687 | 321,846 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $48,895,174 | 319,305 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $38,773,045 | 313,191 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $39,993,757 | 304,436 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $38,895,414 | 297,093 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $31,847,900 | 297,255 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $27,044,507 | 290,895 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $26,133,980 | 297,518 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $21,440,538 | 288,995 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $23,860,358 | 285,070 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $25,046,101 | 274,538 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $33,722,498 | 265,657 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $33,208,589 | 256,655 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $29,001,350 | 249,281 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $24,480,736 | 252,015 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $18,132,179 | 243,287 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $30,148,962 | 465,190 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $11,285,221 | 216,192 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $12,034,640 | 212,401 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $6,794,213 | 149,094 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||