Position in BX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$417,643
-$137,261 QoQ
Shares Held
3,632
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026ATLAS CAPITAL ADVISORS INC. holds $3,198,086 across 17 Asset Management names. BX ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
8,181 | $737,189 | |
| 2 | STT |
State Street Corp
|
5,598 | $708,482 | |
| 3 | BX |
Blackstone Inc.
This page
|
3,632 | $417,643 | |
| 4 | NTRS |
Northern Trust Corp
|
2,822 | $393,866 | |
| 5 | BLK |
BlackRock, Inc.
|
217 | $208,691 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
5,400 | $131,706 | |
| 7 | KKR |
KKR & Co. Inc.
|
1,221 | $112,942 | |
| 8 | IVZ |
Invesco Ltd.
|
4,615 | $112,098 |
All Filings in BX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $417,643 | 3,632 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $554,904 | 3,600 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $538,488 | 3,600 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $503,208 | 3,600 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $620,712 | 3,600 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $245,008 | 1,600 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $445,680 | 3,600 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,944,144 | 14,799 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,931,462 | 14,753 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $393,096 | 3,669 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $334,692 | 3,600 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $316,224 | 3,600 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $237,408 | 3,200 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $326,430 | 3,900 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $291,936 | 3,200 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $406,208 | 3,200 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $491,682 | 3,800 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $442,092 | 3,800 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $398,274 | 4,100 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $305,573 | 4,100 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $265,721 | 4,100 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $214,020 | 4,100 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $232,306 | 4,100 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $186,837 | 4,100 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||