Position in BX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$46,361
+$4,275 QoQ
Shares Held
394
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
7 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, 2026HORIZON FINANCIAL SERVICES, LLC holds $6,059,341 across 12 Asset Management names. BX ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
108,105 | $5,795,509 | |
| 2 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
6,350 | $124,841 | |
| 3 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
3,100 | $48,174 | |
| 4 | BX |
Blackstone Inc.
This page
|
394 | $46,361 | |
| 5 | PFG |
Principal Financial Group Inc
|
158 | $17,029 | |
| 6 | RJF |
Raymond James Financial Inc
|
94 | $14,290 | |
| 7 | SEIC |
Sei Investments Co
|
61 | $5,350 | |
| 8 | IVZ |
Invesco Ltd.
|
189 | $4,133 |
All Filings in BX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,361 | 394 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $42,086 | 366 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $56,415 | 366 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $62,531 | 366 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $897 | 6 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $838 | 6 | Shares | Sole | 2025-05-07 | |
| 2021-09-30 | $58,170 | 500 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||