Position in BX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$208,864
+$4,757 QoQ
Shares Held
1,775
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,783
of 2,112 holders
Holding Since
Sep 2021
15 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, 2026Wolff Financial Management LLC holds $1,051,164 across 2 Asset Management names. BX ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
7,815 | $842,300 | |
| 2 | BX |
Blackstone Inc.
This page
|
1,775 | $208,864 |
All Filings in BX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,864 | 1,775 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $204,107 | 1,775 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $273,598 | 1,775 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $350,755 | 2,053 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $306,788 | 2,051 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $286,409 | 2,049 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $352,943 | 2,047 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $313,150 | 2,045 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $253,047 | 2,044 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $268,257 | 2,042 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $267,076 | 2,040 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $218,351 | 2,038 | Shares | Sole | 2023-10-30 | |
| 2022-03-31 | $225,318 | 1,775 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $229,667 | 1,775 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $206,503 | 1,775 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||