Position in BX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$867,340
+$150,497 QoQ
Shares Held
7,371
+18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,103
of 2,124 holders
Holding Since
Dec 2021
17 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, 2026Dorsey & Whitney Trust CO LLC holds $15,881,552 across 22 Asset Management names. BX ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
9,254 | $4,245,363 | |
| 2 | PFG |
Principal Financial Group Inc
|
27,916 | $3,008,785 | |
| 3 | BLK |
BlackRock, Inc.
|
2,422 | $2,328,895 | |
| 4 | BX |
Blackstone Inc.
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|
7,371 | $867,340 | |
| 5 | APO |
Apollo Global Management, Inc.
|
4,714 | $557,710 | |
| 6 | ARES |
Ares Management Corp
|
4,604 | $512,468 | |
| 7 | KKR |
KKR & Co. Inc.
|
5,358 | $491,753 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,327 | $449,055 |
All Filings in BX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,340 | 7,371 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $716,843 | 6,234 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $966,606 | 6,271 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,193,894 | 6,988 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,127,678 | 7,539 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $958,048 | 6,854 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $835,888 | 4,848 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $493,992 | 3,226 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $314,203 | 2,538 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $271,144 | 2,064 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $325,726 | 2,488 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $251,883 | 2,351 | Shares | Other | 2023-11-08 | |
| 2023-03-31 | $222,849 | 2,537 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $500,336 | 6,744 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $397,573 | 4,750 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $272,593 | 2,988 | Shares | Other | 2022-08-12 | |
| 2021-12-31 | $250,627 | 1,937 | Shares | Other | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||