Position in BX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,533,583
+$862,005 QoQ
Shares Held
89,518
+6.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#350
of 2,112 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Bragg Financial Advisors, Inc holds $54,656,806 across 6 Asset Management names. BX ranks #4 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
98,827 | $15,024,668 | |
| 2 | AMP |
Ameriprise Financial Inc
|
32,235 | $14,788,128 | |
| 3 | BLK |
BlackRock, Inc.
|
12,317 | $11,843,534 | |
| 4 | BX |
Blackstone Inc.
This page
|
89,518 | $10,533,583 | |
| 5 | TROW |
Price T Rowe Group Inc
|
19,516 | $2,218,774 | |
| 6 | FDUS |
FIDUS INVESTMENT Corp
|
13,011 | $248,119 |
All Filings in BX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,533,583 | 89,518 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,671,578 | 84,108 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,614,449 | 75,350 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,202,961 | 71,425 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,663,259 | 71,288 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,859,535 | 63,382 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,240,023 | 59,390 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,549,339 | 62,361 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,647,745 | 61,775 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $8,042,865 | 61,223 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,969,231 | 60,871 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,919,056 | 55,246 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,839,553 | 52,055 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,049,160 | 46,097 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,105,741 | 41,862 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,406,793 | 28,755 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $768,977 | 8,429 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $611,977 | 4,821 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $323,475 | 2,500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $290,850 | 2,500 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $242,850 | 2,500 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||