Position in BX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$531,044
+$50,501 QoQ
Shares Held
4,513
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,306
of 2,112 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,750,847 across 30 Asset Management names. BX ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,032 | $2,915,449 | |
| 2 | PFG |
Principal Financial Group Inc
|
17,647 | $1,901,993 | |
| 3 | APO |
Apollo Global Management, Inc.
|
7,928 | $937,961 | |
| 4 | KKR |
KKR & Co. Inc.
|
8,692 | $797,751 | |
| 5 | HLNE |
Hamilton Lane INC
|
7,966 | $627,959 | |
| 6 | CG |
Carlyle Group Inc.
|
13,206 | $556,104 | |
| 7 | BX |
Blackstone Inc.
This page
|
4,513 | $531,044 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,512 | $511,660 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,044 | 4,513 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $480,543 | 4,179 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $627,503 | 4,071 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $737,730 | 4,318 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $637,509 | 4,262 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $456,801 | 3,268 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $641,574 | 3,721 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $518,651 | 3,387 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,221,039 | 9,863 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,206,502 | 9,184 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $1,405,164 | 10,733 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,163,968 | 10,864 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $1,077,429 | 11,589 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $1,016,835 | 11,576 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $764,527 | 10,305 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $1,002,307 | 11,975 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $1,021,776 | 11,200 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $1,273,208 | 10,030 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $218,798 | 1,691 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $200,221 | 1,721 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $184,371 | 1,898 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $122,527 | 1,644 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $92,483 | 1,427 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $74,489 | 1,427 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $80,853 | 1,427 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $65,028 | 1,427 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||