Position in BX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,450,356
+$1,844,155 QoQ
Shares Held
46,319
+47.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#506
of 2,112 holders
Holding Since
Sep 2022
16 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, 2026Sterling Investment Advisors, Ltd. holds $20,809,814 across 4 Asset Management names. BX ranks #3 (26.2% of the industry book) .
All Filings in BX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,450,356 | 46,319 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,606,201 | 31,361 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,994,015 | 19,424 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,338,067 | 19,538 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,922,344 | 19,537 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,534,071 | 18,129 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,672,890 | 21,302 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,481,563 | 22,736 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,987,170 | 24,129 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,051,462 | 23,228 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,201,124 | 24,451 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,695,963 | 25,163 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,387,469 | 25,680 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,391,619 | 27,227 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,846,589 | 24,890 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,138,032 | 25,544 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||