Position in BX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$154,738,017
-$48,278,542 QoQ
Shares Held
1,345,665
+2.2% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
2.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.06637981964307.ToString("F0")%
Shared 2.602728019232127.ToString("F0")%
None 2.330892161124797.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Derivatives in BX
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$1,677,360
PutShares
12,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Mar 31, 2026Evercore Wealth Management, LLC holds $317,837,821 across 13 Asset Management names. BX ranks #1 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
1,345,665 | $154,738,017 | |
| 2 | BLK |
BlackRock, Inc.
|
106,170 | $102,104,749 | |
| 3 | ARCC |
Ares Capital Corp
|
3,121,008 | $56,240,563 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
24,747 | $1,001,511 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
62,814 | $795,225 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
24,650 | $583,958 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
49,800 | $550,788 | |
| 8 | STT |
State Street Corp
|
3,545 | $448,655 |
All Filings in BX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $154,738,017 | 1,345,665 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $203,016,559 | 1,317,092 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $227,854,272 | 1,333,651 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $203,169,726 | 1,358,268 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $189,845,141 | 1,358,171 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $1,677,360 | 12,000 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $241,292,134 | 1,399,444 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $225,396,793 | 1,471,931 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $193,397,017 | 1,562,173 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $208,880,400 | 1,590,016 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $208,401,990 | 1,591,827 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $170,755,874 | 1,593,764 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $152,667,802 | 1,642,119 | Shares | Other | 2023-08-04 | |
| 2023-03-31 | $143,181,746 | 1,630,029 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $120,483,892 | 1,623,991 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $134,157,791 | 1,602,841 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $143,230,003 | 1,569,988 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $200,438,005 | 1,578,998 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $204,021,245 | 1,576,793 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $187,643,854 | 1,612,892 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $162,010,188 | 1,667,801 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $132,652,890 | 1,779,859 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $114,515,056 | 1,766,935 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $91,156,024 | 1,746,284 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $97,088,721 | 1,713,532 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $77,869,240 | 1,708,783 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||