Position in BX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,674,245
-$122,149 QoQ
Shares Held
31,225
-5.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#603
of 2,112 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Florida Trust Wealth Management Co holds $63,360,875 across 12 Asset Management names. BX ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
1,162,657 | $49,517,561 | |
| 2 | BAM |
Brookfield Asset Management Ltd.
|
87,069 | $3,905,043 | |
| 3 | BX |
Blackstone Inc.
This page
|
31,225 | $3,674,245 | |
| 4 | KKR |
KKR & Co. Inc.
|
20,730 | $1,902,599 | |
| 5 | RJF |
Raymond James Financial Inc
|
9,644 | $1,466,177 | |
| 6 | AMP |
Ameriprise Financial Inc
|
2,098 | $962,477 | |
| 7 | ARES |
Ares Management Corp
|
5,112 | $569,016 | |
| 8 | APO |
Apollo Global Management, Inc.
|
3,060 | $362,028 |
All Filings in BX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,674,245 | 31,225 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,796,394 | 33,015 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,157,369 | 33,459 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $5,879,631 | 34,414 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,855,516 | 32,461 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,188,633 | 37,120 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $6,218,327 | 36,065 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,356,946 | 34,983 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,598,066 | 20,986 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,337,083 | 10,178 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $605,635 | 4,626 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||