Position in BX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,497,307
+$481,904 QoQ
Shares Held
46,718
+7.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#502
of 2,106 holders
Holding Since
Dec 2022
15 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, 2026Great Lakes Retirement, Inc. holds $25,170,293 across 10 Asset Management names. BX ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
82,405 | $9,749,335 | |
| 2 | BX |
Blackstone Inc.
This page
|
46,718 | $5,497,307 | |
| 3 | BLK |
BlackRock, Inc.
|
4,499 | $4,326,058 | |
| 4 | AMP |
Ameriprise Financial Inc
|
7,509 | $3,444,828 | |
| 5 | STT |
State Street Corp
|
3,851 | $653,129 | |
| 6 | MHD |
Blackrock Muniholdings Fund, Inc.
|
37,365 | $444,643 | |
| 7 | RJF |
Raymond James Financial Inc
|
2,723 | $413,977 | |
| 8 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
18,736 | $219,960 |
All Filings in BX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,497,307 | 46,718 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,015,403 | 43,616 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,500,056 | 22,707 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,766,900 | 22,048 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,122,482 | 20,875 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,730,881 | 19,537 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,244,082 | 18,815 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,803,197 | 18,306 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,194,850 | 17,729 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,944,932 | 14,805 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,875,036 | 14,322 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,489,888 | 13,906 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,296,466 | 13,945 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,182,502 | 13,462 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $979,308 | 13,200 | Shares | Sole | 2023-03-07 | |
| No filing history on record for this holder in this stock. | ||||||