Position in BX
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$809,759
-$482,396 QoQ
Shares Held
7,042
-16.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026TruWealth Advisors, LLC holds $2,749,594 across 3 Asset Management names. BX ranks #2 (29.5% of the industry book) .
All Filings in BX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $809,759 | 7,042 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,292,155 | 8,383 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,367,483 | 8,004 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,127,085 | 7,535 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $973,288 | 6,963 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,140,385 | 6,614 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $764,731 | 4,994 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $626,799 | 5,063 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $632,283 | 4,813 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $9,726,701 | 74,295 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,910,039 | 73,829 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,661,114 | 71,648 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,063,858 | 69,033 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,645,919 | 49,143 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,919,587 | 46,829 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $4,089,293 | 44,824 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,977,825 | 39,214 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,958,557 | 30,594 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||