Position in BX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$295,234
+$6,725 QoQ
Shares Held
2,509
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,607
of 2,112 holders
Holding Since
Mar 2020
26 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, 2026Poehling Capital Management, INC. holds $21,740,844 across 8 Asset Management names. BX ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
251,429 | $6,635,211 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
18,047 | $6,107,104 | |
| 3 | TROW |
Price T Rowe Group Inc
|
29,888 | $3,397,966 | |
| 4 | KKR |
KKR & Co. Inc.
|
31,404 | $2,882,259 | |
| 5 | BEN |
Franklin Resources Inc
|
54,403 | $1,809,987 | |
| 6 | APO |
Apollo Global Management, Inc.
|
3,077 | $364,039 | |
| 7 | BX |
Blackstone Inc.
This page
|
2,509 | $295,234 | |
| 8 | BLK |
BlackRock, Inc.
|
259 | $249,044 |
All Filings in BX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,234 | 2,509 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $288,509 | 2,509 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $391,823 | 2,542 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $460,440 | 2,695 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $414,785 | 2,773 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $387,609 | 2,773 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $478,120 | 2,773 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $431,520 | 2,818 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $359,020 | 2,900 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $465,049 | 3,540 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $474,585 | 3,625 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $589,698 | 5,504 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $524,722 | 5,644 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $962,638 | 10,959 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $821,209 | 11,069 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $928,484 | 11,093 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,175,470 | 23,846 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,099,747 | 24,419 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,100,960 | 23,966 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $2,823,804 | 24,272 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,363,513 | 24,331 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,827,177 | 24,516 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,672,292 | 25,803 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,349,265 | 25,848 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,462,451 | 25,811 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,127,538 | 24,743 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||