Position in BX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$191,684
+$51,167 QoQ
Shares Held
1,629
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,822
of 2,124 holders
Holding Since
Sep 2020
21 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, 2026CVA Family Office, LLC holds $2,139,708 across 34 Asset Management names. BX ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
362 | $348,084 | |
| 2 | NTRS |
Northern Trust Corp
|
1,525 | $265,106 | |
| 3 | AMP |
Ameriprise Financial Inc
|
505 | $231,673 | |
| 4 | BX |
Blackstone Inc.
This page
|
1,629 | $191,684 | |
| 5 | PFG |
Principal Financial Group Inc
|
1,302 | $140,329 | |
| 6 | TROW |
Price T Rowe Group Inc
|
1,202 | $136,655 | |
| 7 | STT |
State Street Corp
|
804 | $136,358 | |
| 8 | RJF |
Raymond James Financial Inc
|
733 | $111,437 |
All Filings in BX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,684 | 1,629 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||