Position in BX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$289,820
-$19,503 QoQ
Shares Held
2,463
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,608
of 2,106 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026TRUST POINT INC. holds $27,832,813 across 6 Asset Management names. BX ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
238,017 | $25,653,471 | |
| 2 | BLK |
BlackRock, Inc.
|
1,040 | $1,000,022 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
8,578 | $365,336 | |
| 4 | BX |
Blackstone Inc.
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|
2,463 | $289,820 | |
| 5 | AMP |
Ameriprise Financial Inc
|
581 | $266,539 | |
| 6 | KKR |
KKR & Co. Inc.
|
2,807 | $257,625 |
All Filings in BX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,820 | 2,463 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $309,323 | 2,690 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $501,879 | 3,256 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $572,860 | 3,353 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $444,103 | 2,969 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $430,382 | 3,079 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $803,132 | 4,658 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $710,063 | 4,637 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $636,827 | 5,144 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $709,003 | 5,397 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $437,272 | 3,340 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||