Position in BX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,740,611
+$1,336,286 QoQ
Shares Held
31,789
+52.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#598
of 2,112 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $64,702,077 across 32 Asset Management names. BX ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
13,355 | $12,841,633 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
130,306 | $5,242,210 | |
| 3 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
246,045 | $5,206,312 | |
| 4 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
164,937 | $4,550,611 | |
| 5 | APO |
Apollo Global Management, Inc.
|
33,715 | $3,988,821 | |
| 6 | BX |
Blackstone Inc.
This page
|
31,789 | $3,740,611 | |
| 7 | SEIC |
Sei Investments Co
|
39,169 | $3,435,512 | |
| 8 | AMP |
Ameriprise Financial Inc
|
7,020 | $3,220,495 |
All Filings in BX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,740,611 | 31,789 | Shares | Sole | 2026-07-28 | |
| 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. | ||||||