Position in BX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$621,297
+$38,988 QoQ
Shares Held
5,280
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,238
of 2,106 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Montecito Bank & Trust holds $3,940,679 across 3 Asset Management names. BX ranks #3 (15.8% of the industry book) .
All Filings in BX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,297 | 5,280 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $582,309 | 5,064 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $823,569 | 5,343 | Shares | Defined | 2026-01-09 | |
| 2025-09-30 | $914,217 | 5,351 | Shares | Defined | 2025-10-07 | |
| 2025-03-31 | $848,744 | 6,072 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,110,729 | 6,442 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $884,172 | 5,774 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $508,694 | 4,109 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $589,063 | 4,484 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $712,073 | 5,439 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $478,808 | 4,469 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $309,961 | 3,334 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $423,037 | 4,816 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $373,620 | 5,036 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $421,513 | 5,036 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $481,329 | 5,276 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $424,614 | 3,345 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $435,138 | 3,363 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $364,493 | 3,133 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $317,550 | 3,269 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $212,559 | 2,852 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||