Position in BX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,862,205
+$117,969 QoQ
Shares Held
24,324
+1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#666
of 2,106 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, 2026Principle Wealth Partners LLC holds $11,748,477 across 13 Asset Management names. BX ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,504 | $5,292,426 | |
| 2 | BX |
Blackstone Inc.
This page
|
24,324 | $2,862,205 | |
| 3 | TROW |
Price T Rowe Group Inc
|
9,025 | $1,026,052 | |
| 4 | KKR |
KKR & Co. Inc.
|
5,030 | $461,653 | |
| 5 | HTGC |
Hercules Capital, Inc.
|
20,945 | $330,302 | |
| 6 | RJF |
Raymond James Financial Inc
|
2,000 | $304,060 | |
| 7 | CG |
Carlyle Group Inc.
|
7,131 | $300,286 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
7,300 | $293,679 |
All Filings in BX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,862,205 | 24,324 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,744,236 | 23,865 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,594,142 | 29,805 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,454,727 | 31,927 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,795,684 | 32,061 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,324,247 | 23,782 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,130,629 | 18,157 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,765,068 | 18,057 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,364,208 | 19,097 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,573,144 | 19,587 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,522,435 | 19,267 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,123,407 | 19,819 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,842,386 | 19,817 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,731,941 | 19,717 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,551,832 | 20,917 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,750,752 | 20,917 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,885,450 | 20,667 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,583,863 | 20,355 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,605,267 | 20,135 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,345,414 | 20,160 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,950,085 | 20,075 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,755,181 | 23,550 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,526,275 | 23,550 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $829,980 | 15,900 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $889,562 | 15,700 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $715,449 | 15,700 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||