Position in BX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$28,872,687
+$2,035,516 QoQ
Shares Held
245,370
+5.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#181
of 2,112 holders
Holding Since
Mar 2021
21 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, 2026Sequoia Financial Advisors, LLC holds $193,480,806 across 56 Asset Management names. BX ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
1,185,621 | $50,495,598 | |
| 2 | BLK |
BlackRock, Inc.
|
49,801 | $47,886,649 | |
| 3 | BX |
Blackstone Inc.
This page
|
245,370 | $28,872,687 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
281,732 | $12,635,680 | |
| 5 | APO |
Apollo Global Management, Inc.
|
75,576 | $8,941,396 | |
| 6 | NTRS |
Northern Trust Corp
|
22,309 | $3,878,196 | |
| 7 | AMP |
Ameriprise Financial Inc
|
7,978 | $3,659,987 | |
| 8 | STT |
State Street Corp
|
20,639 | $3,500,374 |
All Filings in BX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,872,687 | 245,370 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $26,837,171 | 233,387 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $31,829,601 | 206,498 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $33,093,303 | 193,698 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $28,192,090 | 188,475 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $23,709,623 | 169,621 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $15,892,468 | 92,173 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $13,942,639 | 91,051 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $11,087,032 | 89,556 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $19,740,575 | 150,267 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $38,519,675 | 294,223 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $33,258,077 | 310,417 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $25,266,642 | 271,772 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,131,173 | 92,568 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,565,963 | 88,502 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,651,878 | 55,578 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,687,671 | 51,383 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,126,725 | 40,387 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $768,835 | 5,942 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $451,312 | 4,646 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $288,356 | 3,869 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||