Position in BX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,093,382
+$1,013,171 QoQ
Shares Held
60,282
+14.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#432
of 2,106 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Derivatives in BX
reported options exposure · as of Mar 31, 2026CallValue
$1,152
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026Royal Fund Management, LLC holds $7,388,364 across 2 Asset Management names. BX ranks #1 (96.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
60,282 | $7,093,382 | |
| 2 | AMP |
Ameriprise Financial Inc
|
643 | $294,982 |
All Filings in BX
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,093,382 | 60,282 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,152 | 800 | Call | Sole | 2026-05-19 | |
| 2026-03-31 | $6,080,211 | 52,876 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $9,556,834 | 62,001 | Shares | Sole | 2026-01-15 | |
| 2025-12-31 | $1,078 | 7 | Call | Sole | 2026-01-15 | |
| 2025-09-30 | $7,593,940 | 44,448 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $1,537 | 9 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $134,622 | 900 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $7,302,944 | 48,823 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,394,935 | 45,750 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $153,758 | 1,100 | Call | Sole | 2025-05-14 | |
| 2024-12-31 | $7,230,949 | 41,938 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,562,171 | 49,384 | Shares | Sole | 2024-10-08 | |
| 2024-09-30 | $91,878 | 600 | Call | Sole | 2024-10-08 | |
| 2024-06-30 | $6,286,564 | 50,780 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $6,612,114 | 50,332 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $5,969,559 | 45,597 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,821,130 | 54,332 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $27,891 | 300 | Call | Sole | 2023-07-12 | |
| 2023-06-30 | $5,455,293 | 58,678 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $245,952 | 2,800 | Call | Sole | 2023-04-10 | |
| 2023-03-31 | $5,245,014 | 59,711 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $304,179 | 4,100 | Call | Sole | 2023-01-20 | |
| 2022-12-31 | $3,449,983 | 46,502 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,387,087 | 40,467 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,196,881 | 35,042 | Shares | Sole | 2022-07-28 | |
| 2021-06-30 | $214,096 | 2,204 | Shares | Sole | 2021-07-26 | |
| 2020-03-31 | $6,835 | 150 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||