Position in BX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$209,334
-$90,674 QoQ
Shares Held
1,779
-31.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,781
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, 2026TOWER BRIDGE ADVISORS holds $6,861,119 across 7 Asset Management names. BX ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
7,332 | $3,363,628 | |
| 2 | RJF |
Raymond James Financial Inc
|
8,059 | $1,225,209 | |
| 3 | BLK |
BlackRock, Inc.
|
976 | $938,482 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
15,601 | $470,682 | |
| 5 | STT |
State Street Corp
|
2,150 | $364,640 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
24,629 | $289,144 | |
| 7 | BX |
Blackstone Inc.
This page
|
1,779 | $209,334 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,334 | 1,779 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $300,008 | 2,609 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $402,151 | 2,609 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $445,747 | 2,609 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $315,464 | 2,109 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $294,796 | 2,109 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $363,633 | 2,109 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $322,951 | 2,109 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $261,094 | 2,109 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $460,977 | 3,509 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $923,771 | 7,056 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $778,586 | 7,267 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $694,206 | 7,467 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,521,740 | 17,324 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,148,016 | 15,474 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,253,323 | 14,974 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,366,078 | 14,974 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,857,893 | 14,636 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,104,528 | 16,265 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,898,087 | 16,315 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,584,839 | 16,315 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,346,384 | 18,065 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,199,957 | 18,515 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,063,053 | 20,365 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,182,210 | 20,865 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $5,797,050 | 127,212 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||