Position in BX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$341,478
-$8,206 QoQ
Shares Held
2,902
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,519
of 2,112 holders
Holding Since
Mar 2024
10 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, 2026CCG WEALTH MANAGEMENT, LLC holds $1,234,504 across 3 Asset Management names. BX ranks #2 (27.7% of the industry book) .
All Filings in BX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,478 | 2,902 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $349,684 | 3,041 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $310,129 | 2,012 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $382,533 | 2,239 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $292,428 | 1,955 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $269,076 | 1,925 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $333,977 | 1,937 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $297,684 | 1,944 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $235,839 | 1,905 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $248,814 | 1,894 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||