Position in BX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$276,524
+$35,758 QoQ
Shares Held
2,350
+50.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,629
of 2,106 holders
Holding Since
Dec 2024
3 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, 2026Van Hulzen Asset Management, LLC holds $6,088,339 across 12 Asset Management names. BX ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
16,664 | $2,896,869 | |
| 2 | HLNE |
Hamilton Lane INC
|
11,584 | $913,166 | |
| 3 | NAC |
Nuveen California Quality Municipal Income Fund
|
39,986 | $484,630 | |
| 4 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
28,372 | $355,501 | |
| 5 | BX |
Blackstone Inc.
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|
2,350 | $276,524 | |
| 6 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
20,532 | $225,646 | |
| 7 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
5,300 | $206,965 | |
| 8 | NBB |
Nuveen Taxable Municipal Income Fund
|
11,605 | $183,126 |
All Filings in BX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,524 | 2,350 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $240,766 | 1,562 | Shares | Sole | 2026-02-06 | |
| 2024-12-31 | $121,383 | 704 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||