Position in BX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$701,195
+$14,935 QoQ
Shares Held
5,959
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,189
of 2,120 holders
Holding Since
Sep 2023
12 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, 2026Aprio Wealth Management, LLC holds $5,583,082 across 10 Asset Management names. BX ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NCDL |
Nuveen Churchill Direct Lending Corp.
|
105,017 | $1,304,311 | |
| 2 | STT |
State Street Corp
|
4,311 | $731,145 | |
| 3 | BLK |
BlackRock, Inc.
|
746 | $717,323 | |
| 4 | BX |
Blackstone Inc.
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|
5,959 | $701,195 | |
| 5 | PFG |
Principal Financial Group Inc
|
5,240 | $564,767 | |
| 6 | PDX |
PIMCO Dynamic Income Strategy Fund
|
19,779 | $411,798 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
9,295 | $395,874 | |
| 8 | NTRS |
Northern Trust Corp
|
1,713 | $297,787 |
All Filings in BX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $701,195 | 5,959 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $686,260 | 5,968 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $886,150 | 5,749 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $880,560 | 5,154 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $726,360 | 4,856 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $393,340 | 2,814 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $434,670 | 2,521 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $377,159 | 2,463 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $298,481 | 2,411 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $313,580 | 2,387 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $318,921 | 2,436 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $232,279 | 2,168 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||