Position in BX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$494,331
-$18,639 QoQ
Shares Held
4,201
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,334
of 2,112 holders
Holding Since
Sep 2025
4 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, 2026Roundview Capital LLC holds $8,279,347 across 6 Asset Management names. BX ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
104,522 | $4,451,591 | |
| 2 | TROW |
Price T Rowe Group Inc
|
15,636 | $1,777,656 | |
| 3 | BLK |
BlackRock, Inc.
|
948 | $911,558 | |
| 4 | BX |
Blackstone Inc.
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|
4,201 | $494,331 | |
| 5 | STEW |
SRH Total Return Fund, Inc.
|
18,300 | $327,570 | |
| 6 | KKR |
KKR & Co. Inc.
|
3,450 | $316,641 |
All Filings in BX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,331 | 4,201 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $512,970 | 4,461 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $446,851 | 2,899 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $654,355 | 3,830 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||