Position in BX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,022,551
-$182,888 QoQ
Shares Held
8,690
-17.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,041
of 2,112 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, 2026FIRST UNITED BANK & TRUST holds $1,453,260 across 8 Asset Management names. BX ranks #1 (70.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
8,690 | $1,022,551 | |
| 2 | RJF |
Raymond James Financial Inc
|
1,785 | $271,373 | |
| 3 | BLK |
BlackRock, Inc.
|
105 | $100,963 | |
| 4 | KKR |
KKR & Co. Inc.
|
267 | $24,505 | |
| 5 | TROW |
Price T Rowe Group Inc
|
175 | $19,895 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
141 | $6,005 | |
| 7 | DNP |
Dnp Select Income Fund Inc
|
401 | $4,326 | |
| 8 | USA |
Liberty All Star Equity Fund
|
627 | $3,642 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022,551 | 8,690 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $1,205,439 | 10,483 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $2,044,358 | 13,263 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $2,152,709 | 12,600 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,901,909 | 12,715 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $1,700,423 | 12,165 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $2,155,594 | 12,502 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $1,941,688 | 12,680 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $1,639,731 | 13,245 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,746,563 | 13,295 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,695,413 | 12,950 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,354,785 | 12,645 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,199,312 | 12,900 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,153,339 | 13,130 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,000,896 | 13,491 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,145,936 | 13,691 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,302,307 | 14,275 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,837,456 | 14,475 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,990,018 | 15,380 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,924,845 | 16,545 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,704,321 | 17,545 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,279,680 | 17,170 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,090,752 | 16,830 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $872,784 | 16,720 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,016,480 | 17,940 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $794,057 | 17,425 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||