Position in BX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,138,401
-$730,546 QoQ
Shares Held
9,900
-18.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Choate Investment Advisors holds $12,671,622 across 7 Asset Management names. BX ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
13,001 | $5,777,644 | |
| 2 | BLK |
BlackRock, Inc.
|
2,440 | $2,346,572 | |
| 3 | NTRS |
Northern Trust Corp
|
11,261 | $1,571,697 | |
| 4 | KKR |
KKR & Co. Inc.
|
13,761 | $1,272,892 | |
| 5 | BX |
Blackstone Inc.
This page
|
9,900 | $1,138,401 | |
| 6 | STT |
State Street Corp
|
3,212 | $406,510 | |
| 7 | PCQ |
Pimco California Municipal Income Fund
|
18,404 | $157,906 |
All Filings in BX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,138,401 | 9,900 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,868,947 | 12,125 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,138,187 | 12,515 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,180,726 | 14,579 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,109,140 | 15,089 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,903,897 | 16,842 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,111,509 | 13,789 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,524,968 | 12,318 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,764,036 | 13,428 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,754,982 | 13,405 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,575,967 | 24,043 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $925,237 | 9,952 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $650,016 | 7,400 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $549,006 | 7,400 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $560,790 | 6,700 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $611,241 | 6,700 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,428,075 | 11,250 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,455,637 | 11,250 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $855,099 | 7,350 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $713,979 | 7,350 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $547,795 | 7,350 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $320,809 | 4,950 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||