Position in BX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,470,788
+$154,374 QoQ
Shares Held
21,487
+43.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 90.93405314841532.ToString("F0")%
Shared 0.ToString("F0")%
None 9.065946851584679.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Vontobel Holding Ltd. holds $102,577,030 across 18 Asset Management names. BX ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
77,554 | $74,584,454 | |
| 2 | IVZ |
Invesco Ltd.
|
260,742 | $6,333,423 | |
| 3 | AMP |
Ameriprise Financial Inc
|
8,060 | $3,581,863 | |
| 4 | KKR |
KKR & Co. Inc.
|
33,371 | $3,086,817 | |
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
70,277 | $2,582,679 | |
| 6 | BX |
Blackstone Inc.
This page
|
21,487 | $2,470,788 | |
| 7 | APO |
Apollo Global Management, Inc.
|
20,263 | $2,257,702 | |
| 8 | STT |
State Street Corp
|
16,624 | $2,103,932 |
All Filings in BX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,470,788 | 21,487 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,316,414 | 15,028 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,796,270 | 28,073 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $4,327,796 | 28,933 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $4,652,435 | 33,284 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $6,079,872 | 35,262 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $4,239,861 | 27,688 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $1,523,234 | 12,304 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,686,394 | 12,837 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,645,270 | 12,567 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $1,417,568 | 13,231 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $1,285,959 | 13,832 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $1,372,410 | 15,624 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $3,961,003 | 53,390 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,954,871 | 59,198 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $2,663,368 | 29,194 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $3,261,341 | 25,692 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,183,418 | 47,789 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,292,655 | 45,493 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $1,675,178 | 17,245 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $498,903 | 6,694 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $353,084 | 5,448 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||