Position in BX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$549,517
+$89,788 QoQ
Shares Held
4,670
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,288
of 2,112 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $1,779,032 across 5 Asset Management names. BX ranks #1 (30.9% of the industry book) .
All Filings in BX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,517 | 4,670 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $459,729 | 3,998 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $621,799 | 4,034 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $663,239 | 3,882 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $565,860 | 3,783 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $369,158 | 2,641 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $418,117 | 2,425 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $348,982 | 2,279 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $267,531 | 2,161 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $232,918 | 1,773 | Shares | Other | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||