Position in BX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,290,072
+$54,487 QoQ
Shares Held
11,219
+40.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 38.32783670558874.ToString("F0")%
Shared 0.ToString("F0")%
None 61.67216329441126.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Curi Capital, LLC holds $53,669,494 across 39 Asset Management names. BX ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
30,414 | $29,249,447 | |
| 2 | NTRS |
Northern Trust Corp
|
32,609 | $4,551,237 | |
| 3 | STT |
State Street Corp
|
20,059 | $2,538,666 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
46,460 | $1,880,235 | |
| 5 | AMP |
Ameriprise Financial Inc
|
3,763 | $1,672,277 | |
| 6 | RJF |
Raymond James Financial Inc
|
9,550 | $1,382,743 | |
| 7 | BX |
Blackstone Inc.
This page
|
11,219 | $1,290,072 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
64,998 | $888,522 |
All Filings in BX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,290,072 | 11,219 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,235,585 | 8,016 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,307,343 | 7,652 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,101,207 | 7,362 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $569,883 | 4,077 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $700,370 | 4,062 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $623,392 | 4,071 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $523,055 | 4,225 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,059,104 | 8,062 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $593,198 | 4,531 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $476,237 | 4,445 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $414,274 | 4,456 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $478,991 | 5,453 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $370,875 | 4,999 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $455,076 | 5,437 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $466,458 | 5,113 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $919,426 | 7,243 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,204,103 | 9,306 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,121,866 | 9,643 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $973,148 | 10,018 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $783,832 | 10,517 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $635,591 | 9,807 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $213,891 | 3,775 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||