Position in BX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,335,191
-$1,792,550 QoQ
Shares Held
46,397
+0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.69825635278143.ToString("F0")%
Shared 0.ToString("F0")%
None 0.30174364721857017.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Fiduciary Group, LLC holds $15,554,850 across 16 Asset Management names. BX ranks #1 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
46,397 | $5,335,191 | |
| 2 | BLK |
BlackRock, Inc.
|
2,793 | $2,686,056 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
61,553 | $1,458,190 | |
| 4 | NTRS |
Northern Trust Corp
|
8,612 | $1,201,976 | |
| 5 | KKR |
KKR & Co. Inc.
|
8,800 | $814,000 | |
| 6 | ARCC |
Ares Capital Corp
|
43,967 | $792,285 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
65,489 | $724,308 | |
| 8 | APO |
Apollo Global Management, Inc.
|
5,812 | $647,573 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,335,191 | 46,397 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,127,741 | 46,242 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,666,039 | 44,870 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,773,431 | 45,283 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,285,627 | 44,968 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $7,654,068 | 44,392 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,096,962 | 46,346 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,805,353 | 46,893 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,183,191 | 47,067 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,277,875 | 47,952 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,278,466 | 49,267 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,614,472 | 49,634 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,279,916 | 48,724 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,553,478 | 47,897 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,935,825 | 47,023 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,548,938 | 38,901 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,746,253 | 29,512 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,714,546 | 13,251 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,532,895 | 13,176 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,279,916 | 13,176 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $953,536 | 12,794 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $829,179 | 12,794 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $673,066 | 12,894 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $730,574 | 12,894 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $590,815 | 12,965 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||