Position in BX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$102,725
-$34,803 QoQ
Shares Held
873
-27.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#721
of 840 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Security National Bank holds $11,748,170 across 15 Asset Management names. BX ranks #3 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
9,771 | $9,395,401 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
52,038 | $1,569,986 | |
| 3 | BX |
Blackstone Inc.
This page
|
873 | $102,725 | |
| 4 | AMP |
Ameriprise Financial Inc
|
191 | $87,623 | |
| 5 | TROW |
Price T Rowe Group Inc
|
600 | $68,214 | |
| 6 | PFG |
Principal Financial Group Inc
|
631 | $68,009 | |
| 7 | KBDC |
Kayne Anderson BDC, Inc.
|
4,404 | $59,586 | |
| 8 | ARCC |
Ares Capital Corp
|
3,041 | $56,349 |
All Filings in BX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,725 | 873 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $137,528 | 1,196 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,747,692 | 50,264 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $8,582,648 | 50,235 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $7,269,437 | 48,599 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $6,843,488 | 48,959 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $8,391,336 | 48,668 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $7,693,709 | 50,243 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $6,281,116 | 50,736 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $6,495,589 | 49,445 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $6,394,524 | 48,843 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $5,169,397 | 48,249 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $4,625,071 | 49,748 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,497,847 | 51,205 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $4,098,478 | 55,243 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,198,021 | 62,103 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $5,624,603 | 61,653 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $7,912,424 | 62,332 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $7,817,614 | 60,419 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $7,156,073 | 61,510 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $798,490 | 8,220 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $603,693 | 8,100 | Shares | Sole | 2021-04-05 | |
| No filing history on record for this holder in this stock. | ||||||