Position in BX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,345,865
+$123,365 QoQ
Shares Held
45,431
+0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#511
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, 2026Waldron Private Wealth LLC holds $7,295,872 across 4 Asset Management names. BX ranks #1 (73.3% of the industry book) .
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,345,865 | 45,431 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,222,500 | 45,417 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $7,580,296 | 49,178 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,235,809 | 54,058 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,070,439 | 53,954 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,844,467 | 48,966 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $17,507,180 | 101,538 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,813,609 | 51,026 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,347,473 | 51,272 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,742,302 | 51,323 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,640,000 | 50,718 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $5,160,612 | 48,167 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $4,465,442 | 48,031 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $4,258,395 | 48,479 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $3,451 | 41,233 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,451,202 | 41,233 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,754,023 | 41,149 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,205,428 | 41,007 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,182,328 | 40,052 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,642,896 | 39,908 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,876,663 | 39,908 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,974,343 | 39,908 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,586,437 | 39,908 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,485,137 | 47,608 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,213,415 | 56,714 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,584,183 | 56,708 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||