Position in BX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,377,091
+$87,019 QoQ
Shares Held
11,703
+4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#933
of 2,112 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $50,908,244 across 39 Asset Management names. BX ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
25,815 | $24,822,671 | |
| 2 | NTRS |
Northern Trust Corp
|
32,441 | $5,639,542 | |
| 3 | STT |
State Street Corp
|
19,014 | $3,224,774 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
46,873 | $1,996,320 | |
| 5 | RJF |
Raymond James Financial Inc
|
9,585 | $1,457,207 | |
| 6 | BX |
Blackstone Inc.
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|
11,703 | $1,377,091 | |
| 7 | PFG |
Principal Financial Group Inc
|
7,914 | $852,970 | |
| 8 | AMP |
Ameriprise Financial Inc
|
1,818 | $834,024 |
All Filings in BX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,377,091 | 11,703 | Shares | Sole | 2026-08-14 | |
| 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 | 2022-08-01 | |
| 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. | ||||||