Position in BX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$58,004,485
+$487,867 QoQ
Shares Held
492,942
-1.4% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $107,606,386 across 24 Asset Management names. BX ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
492,942 | $58,004,485 | |
| 2 | SEIC |
Sei Investments Co
|
197,095 | $17,287,202 | |
| 3 | AB |
Alliancebernstein Holding L.P.
|
214,633 | $7,559,374 | |
| 4 | ARCC |
Ares Capital Corp
|
396,855 | $7,353,722 | |
| 5 | STT |
State Street Corp
|
49,982 | $5,077,163 | |
| 6 | IVZ |
Invesco Ltd.
|
11,608 | $3,516,875 | |
| 7 | BLK |
BlackRock, Inc.
|
2,129 | $2,047,161 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
22,830 | $972,329 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,004,485 | 492,942 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $57,516,618 | 500,188 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $77,264,216 | 501,260 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $85,762,770 | 501,977 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $75,832,423 | 506,969 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $70,894,179 | 507,184 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $87,490,218 | 507,425 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $78,263,824 | 511,094 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $74,538,989 | 602,092 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $78,936,948 | 600,875 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $79,053,161 | 603,828 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $64,800,843 | 604,824 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $56,802,903 | 610,981 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $62,990,151 | 717,101 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $55,128,660 | 743,074 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $63,229,993 | 755,436 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $68,996,427 | 756,291 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $94,251,934 | 742,492 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $94,666,123 | 731,634 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $85,480,465 | 734,747 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $74,592,931 | 767,891 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $60,150,852 | 807,069 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $52,163,559 | 804,869 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $42,020,425 | 804,989 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $45,383,753 | 800,984 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $31,188,745 | 684,414 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||