Position in BX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$97,195
+$9,228 QoQ
Shares Held
826
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,852
of 2,106 holders
Holding Since
Jun 2020
25 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, 2026Plante Moran Financial Advisors, LLC holds $633,547 across 35 Asset Management names. BX ranks #1 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
826 | $97,195 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
9,218 | $90,428 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
2,478 | $74,761 | |
| 4 | BLK |
BlackRock, Inc.
|
67 | $64,424 | |
| 5 | PFG |
Principal Financial Group Inc
|
547 | $58,955 | |
| 6 | VCTR |
Victory Capital Holdings, Inc.
|
640 | $53,798 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
2,839 | $41,279 | |
| 8 | ARES |
Ares Management Corp
|
255 | $28,384 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,195 | 826 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $87,967 | 765 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $118,379 | 768 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $133,604 | 782 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $114,428 | 765 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $106,931 | 765 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $142,763 | 828 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $77,177 | 504 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $61,900 | 500 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $65,685 | 500 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $307,792 | 2,351 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $53,570 | 500 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $46,485 | 500 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $43,920 | 500 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $37,614 | 507 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $341,328 | 4,078 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $330,343 | 3,621 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $452,921 | 3,568 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $464,639 | 3,591 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $460,939 | 3,962 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $351,452 | 3,618 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $269,500 | 3,616 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $491,972 | 7,591 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $28,710 | 550 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $31,163 | 550 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||