Position in BX
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$140,517
-$62,485 QoQ
Shares Held
1,222
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
20 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 Mar 31, 2026CVA Family Office, LLC holds $1,851,442 across 35 Asset Management names. BX ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
398 | $382,760 | |
| 2 | AMP |
Ameriprise Financial Inc
|
515 | $228,866 | |
| 3 | NTRS |
Northern Trust Corp
|
1,508 | $210,471 | |
| 4 | BX |
Blackstone Inc.
This page
|
1,222 | $140,517 | |
| 5 | PFG |
Principal Financial Group Inc
|
1,269 | $114,349 | |
| 6 | RJF |
Raymond James Financial Inc
|
670 | $97,009 | |
| 7 | KKR |
KKR & Co. Inc.
|
1,039 | $96,107 | |
| 8 | STT |
State Street Corp
|
738 | $93,401 |
All Filings in BX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,517 | 1,222 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $203,002 | 1,317 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $226,376 | 1,325 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $191,462 | 1,280 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $222,389 | 1,591 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $232,249 | 1,347 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $187,124 | 1,222 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $142,246 | 1,149 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $145,557 | 1,108 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $144,404 | 1,103 | Shares | Sole | 2024-01-16 | |
| 2023-03-31 | $17,743 | 202 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,670 | 36 | Shares | Sole | 2023-02-22 | |
| 2022-06-30 | $72,984 | 800 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $101,552 | 800 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $103,512 | 800 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $63,637 | 547 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $53,135 | 547 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $40,767 | 547 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $35,451 | 547 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $28,553 | 547 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||