Position in BX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,682,640
+$316,951 QoQ
Shares Held
22,798
+10.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#692
of 2,112 holders
Holding Since
Mar 2020
26 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, 2026Summit Place Financial Advisors, LLC holds $5,876,942 across 2 Asset Management names. BX ranks #2 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,322 | $3,194,302 | |
| 2 | BX |
Blackstone Inc.
This page
|
22,798 | $2,682,640 |
All Filings in BX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,682,640 | 22,798 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,365,689 | 20,573 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,369,346 | 21,859 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,828,577 | 22,409 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,495,983 | 23,372 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,131,211 | 22,401 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,902,899 | 22,636 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,777,104 | 24,666 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,236,132 | 26,140 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,438,609 | 26,175 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,479,853 | 26,580 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,889,458 | 26,969 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,668,610 | 28,704 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,346,645 | 26,715 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,644,792 | 22,170 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,422,481 | 16,995 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,541,330 | 16,895 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,098,318 | 16,530 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,416,358 | 18,675 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,335,525 | 20,075 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,265,790 | 23,325 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $2,338,378 | 31,375 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,216,502 | 34,200 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,689,975 | 32,375 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,687,051 | 29,775 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,740,774 | 38,200 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||