Position in BX
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$4,318,678
-$1,332,401 QoQ
Shares Held
37,557
+2.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MOTCO holds $16,577,614 across 27 Asset Management names. BX ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
95,759 | $10,669,467 | |
| 2 | BX |
Blackstone Inc.
This page
|
37,557 | $4,318,678 | |
| 3 | BLK |
BlackRock, Inc.
|
982 | $944,399 | |
| 4 | GAB |
Gabelli Equity Trust Inc
|
19,910 | $111,496 | |
| 5 | KKR |
KKR & Co. Inc.
|
1,024 | $94,720 | |
| 6 | AMP |
Ameriprise Financial Inc
|
211 | $93,768 | |
| 7 | GUT |
Gabelli Utility Trust
|
14,277 | $86,375 | |
| 8 | PFG |
Principal Financial Group Inc
|
535 | $48,208 |
All Filings in BX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,318,678 | 37,557 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,651,079 | 36,662 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,397,990 | 37,448 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,545,977 | 37,077 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $5,260,759 | 37,636 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,865,972 | 45,621 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,111,204 | 46,439 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,515,346 | 52,628 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,966,025 | 53,026 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,220,499 | 55,152 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,847,317 | 63,910 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,973,786 | 64,255 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,422,889 | 61,736 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,478,849 | 60,370 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,575,711 | 54,668 | Shares | Sole | 2022-11-03 | |
| 2021-09-30 | $21,871 | 188 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $42,353 | 436 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $111,795 | 1,500 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $97,215 | 1,500 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $93,960 | 1,800 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $101,988 | 1,800 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $68,355 | 1,500 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||