Position in BX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$366,013
+$165,777 QoQ
Shares Held
3,183
+171.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
4 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 Mar 31, 2026Circle Wealth Management, LLC holds $1,572,982 across 4 Asset Management names. BX ranks #2 (23.3% of the industry book) .
All Filings in BX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||