Position in BX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$377,838
+$11,825 QoQ
Shares Held
3,211
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,467
of 2,124 holders
Holding Since
Mar 2020
5 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, 2026Circle Wealth Management, LLC holds $2,689,000 across 6 Asset Management names. BX ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
20,600 | $877,354 | |
| 2 | BLK |
BlackRock, Inc.
|
779 | $749,055 | |
| 3 | BX |
Blackstone Inc.
This page
|
3,211 | $377,838 | |
| 4 | NAN |
Nuveen New York Quality Municipal Income Fund
|
20,808 | $244,077 | |
| 5 | RJF |
Raymond James Financial Inc
|
1,493 | $226,980 | |
| 6 | STT |
State Street Corp
|
1,260 | $213,696 |
All Filings in BX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,838 | 3,211 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $366,013 | 3,183 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $200,236 | 1,172 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $200,696 | 1,164 | Shares | Sole | 2025-02-14 | |
| 2020-03-31 | $720,006 | 15,800 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||