Position in BX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$202,957
-$71,720 QoQ
Shares Held
1,765
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026Blue Chip Partners, LLC holds $27,889,600 across 5 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
27,955 | $26,880,409 | |
| 2 | RJF |
Raymond James Financial Inc
|
2,614 | $397,406 | |
| 3 | ADX |
Adams Diversified Equity Fund, Inc.
|
10,744 | $274,509 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
15,447 | $224,599 | |
| 5 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
11,486 | $112,677 |
All Filings in BX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,957 | 1,765 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $274,677 | 1,782 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $405,085 | 2,371 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $262,512 | 1,755 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $241,539 | 1,728 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $205,007 | 1,189 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $179,315 | 1,171 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $144,722 | 1,169 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $153,177 | 1,166 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||