Position in BX
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$7,291,975
-$3,824,755 QoQ
Shares Held
63,414
-12.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Ethic Inc. holds $62,568,958 across 21 Asset Management names. BX ranks #5 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
10,245 | $9,852,718 | |
| 2 | STT |
State Street Corp
|
72,073 | $9,121,558 | |
| 3 | NTRS |
Northern Trust Corp
|
56,282 | $7,855,278 | |
| 4 | AMP |
Ameriprise Financial Inc
|
16,436 | $7,304,158 | |
| 5 | BX |
Blackstone Inc.
This page
|
63,414 | $7,291,975 | |
| 6 | APO |
Apollo Global Management, Inc.
|
42,785 | $4,767,104 | |
| 7 | PFG |
Principal Financial Group Inc
|
40,083 | $3,611,879 | |
| 8 | RJF |
Raymond James Financial Inc
|
20,481 | $2,965,443 |
All Filings in BX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,291,975 | 63,414 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,116,730 | 72,121 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,911,832 | 69,721 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $10,939,383 | 73,134 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,901,889 | 63,685 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,441,755 | 60,560 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,408,704 | 35,321 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,626,034 | 37,367 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,640,119 | 35,321 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,213,267 | 32,182 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,860,316 | 26,697 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,119,994 | 22,803 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,878,194 | 21,382 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $311,598 | 4,200 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $236,996 | 1,867 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $221,774 | 1,714 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||