Position in BX
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$803,547
-$301,326 QoQ
Shares Held
6,988
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SVB WEALTH LLC holds $3,592,725 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
|
107,987 | $3,592,725 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $803,547 | 6,988 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,104,873 | 7,168 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,248,570 | 7,308 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,111,677 | 7,432 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,244,181 | 8,901 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $25,578,678 | 148,351 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $499,356 | 3,261 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $18,483,092 | 149,298 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $20,017,635 | 152,376 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,510,128 | 19,173 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $17,675,635 | 164,977 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $15,362,455 | 165,241 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $15,916,607 | 181,200 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,836,872 | 173,027 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,725,235 | 44,507 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,643,873 | 18,019 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $3,126,277 | 24,628 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,331,976 | 33,480 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $65,093,625 | 559,512 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $53,267,010 | 548,353 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $39,326,797 | 527,664 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $32,779,731 | 505,782 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $25,508,156 | 488,662 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $23,762,524 | 419,388 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $12,706,465 | 278,834 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||