Position in BX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,479,423
+$65,784 QoQ
Shares Held
21,071
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $61,956,794 across 67 Asset Management names. BX ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
1,072,691 | $16,129,069 | |
| 2 | STT |
State Street Corp
|
67,570 | $3,622,427 | |
| 3 | BTZ |
Blackrock Credit Allocation Income Trust
|
324,822 | $3,319,680 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
169,286 | $2,827,076 | |
| 5 | MHD |
Blackrock Muniholdings Fund, Inc.
|
231,404 | $2,753,707 | |
| 6 | BX |
Blackstone Inc.
This page
|
21,071 | $2,479,423 | |
| 7 | BLK |
BlackRock, Inc.
|
2,420 | $2,326,975 | |
| 8 | GOF |
Guggenheim Strategic Opportunities Fund
|
182,722 | $1,995,324 |
All Filings in BX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,479,423 | 21,071 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $2,413,639 | 20,990 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $3,316,321 | 21,515 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $3,161,920 | 18,507 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,790,563 | 18,656 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,388,839 | 17,090 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $2,862,344 | 16,601 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||