Position in BX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$719,316
-$8,800 QoQ
Shares Held
6,113
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,175
of 2,112 holders
Holding Since
Mar 2021
21 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, 2026Clearwater Capital Advisors, LLC holds $1,424,186 across 2 Asset Management names. BX ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
6,113 | $719,316 | |
| 2 | KKR |
KKR & Co. Inc.
|
7,680 | $704,870 |
All Filings in BX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,316 | 6,113 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $728,116 | 6,332 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $518,835 | 3,366 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $579,864 | 3,394 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $508,721 | 3,401 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $475,252 | 3,400 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $416,566 | 2,416 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $373,790 | 2,441 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $273,721 | 2,211 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $290,327 | 2,210 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $277,419 | 2,119 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $282,742 | 2,639 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $285,510 | 3,071 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $246,566 | 2,807 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $274,280 | 3,697 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $309,355 | 3,696 | Shares | Sole | 2022-11-01 | |
| 2022-03-31 | $459,522 | 3,620 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $403,696 | 3,120 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $362,980 | 3,120 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $349,704 | 3,600 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $290,667 | 3,900 | Shares | Sole | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||