Position in BX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,066,436
+$227,636 QoQ
Shares Held
60,053
+1.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#433
of 2,112 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Derivatives in BX
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$223,000
PutShares
40,000
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 Jun 30, 2026Perigon Wealth Management, LLC holds $27,782,823 across 39 Asset Management names. BX ranks #1 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
60,053 | $7,066,436 | |
| 2 | AMP |
Ameriprise Financial Inc
|
8,517 | $3,907,258 | |
| 3 | BLK |
BlackRock, Inc.
|
2,704 | $2,600,058 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
184,993 | $2,406,758 | |
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
35,450 | $1,384,322 | |
| 6 | STT |
State Street Corp
|
5,399 | $915,670 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
29,213 | $692,640 | |
| 8 | HNNA |
Hennessy Advisors Inc
|
63,798 | $647,549 |
All Filings in BX
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,066,436 | 60,053 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,838,800 | 59,473 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $9,338,263 | 60,583 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $10,570,318 | 61,869 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,346,356 | 62,484 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $8,461,582 | 60,535 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,599,864 | 61,477 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $9,681,491 | 63,224 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,687,665 | 70,175 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,114,439 | 76,992 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $10,828,000 | 82,707 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $10,367,830 | 96,769 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $9,550,343 | 102,725 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $8,257,838 | 94,010 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $7,345,551 | 99,010 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $3,378,383 | 40,363 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $3,383,903 | 37,092 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,532,646 | 35,707 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,591,533 | 35,486 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,074,110 | 35,019 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,472,560 | 35,748 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,790,148 | 50,854 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,092,733 | 47,720 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $223,000 | 40,000 | Put | Sole | 2020-11-03 | |
| 2020-09-30 | $3,678,325 | 70,466 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $235,000 | 40,000 | Put | Sole | 2020-07-29 | |
| 2020-06-30 | $3,965,803 | 69,993 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $3,182,654 | 69,841 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||