Position in BX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,404,325
-$2,044,155 QoQ
Shares Held
20,909
-27.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Atria Investments, Inc holds $57,245,901 across 36 Asset Management names. BX ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
14,459 | $13,905,364 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
119,227 | $5,689,512 | |
| 3 | AMP |
Ameriprise Financial Inc
|
8,329 | $3,701,407 | |
| 4 | SEIC |
Sei Investments Co
|
39,457 | $3,096,190 | |
| 5 | RJF |
Raymond James Financial Inc
|
19,096 | $2,764,909 | |
| 6 | APO |
Apollo Global Management, Inc.
|
23,746 | $2,645,779 | |
| 7 | KKR |
KKR & Co. Inc.
|
26,160 | $2,419,800 | |
| 8 | BX |
Blackstone Inc.
This page
|
20,909 | $2,404,325 |
All Filings in BX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,404,325 | 20,909 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,448,480 | 28,860 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,713,335 | 56,853 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,948,001 | 79,877 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,902,979 | 78,001 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $14,498,625 | 84,089 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,292,204 | 80,273 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $10,449,586 | 84,407 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,150,160 | 84,876 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $10,297,381 | 78,654 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,320,813 | 77,663 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,381,725 | 79,399 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,985,563 | 79,526 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,018,730 | 67,647 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,079,382 | 72,633 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,363,748 | 69,755 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,082,236 | 55,792 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,158,132 | 39,865 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,378,978 | 29,044 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,309,989 | 23,780 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,164,903 | 15,630 | Shares | Sole | 2021-05-11 | |
| 2020-03-31 | $435,284 | 9,552 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||