Position in BX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$306,765
New position
Shares Held
2,607
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,583
of 2,112 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Keebeck Wealth Management holds $12,618,997 across 8 Asset Management names. BX ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCAT |
BlackRock Capital Allocation Term Trust
|
351,976 | $5,606,977 | |
| 2 | STT |
State Street Corp
|
27,079 | $4,592,598 | |
| 3 | STEP |
StepStone Group Inc.
|
20,889 | $863,969 | |
| 4 | HLNE |
Hamilton Lane INC
|
4,994 | $393,677 | |
| 5 | BX |
Blackstone Inc.
This page
|
2,607 | $306,765 | |
| 6 | APO |
Apollo Global Management, Inc.
|
2,558 | $302,636 | |
| 7 | CG |
Carlyle Group Inc.
|
6,955 | $292,875 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
6,093 | $259,500 |
All Filings in BX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,765 | 2,607 | Shares | Other | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||