Position in BX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,759,317
+$277,446 QoQ
Shares Held
57,443
+1.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#99
of 770 holders
Holding Since
Sep 2021
20 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, 2026KAVAR CAPITAL PARTNERS GROUP, LLC holds $8,632,823 across 6 Asset Management names. BX ranks #1 (78.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
57,443 | $6,759,317 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
29,600 | $893,032 | |
| 3 | KKR |
KKR & Co. Inc.
|
4,027 | $369,598 | |
| 4 | PFG |
Principal Financial Group Inc
|
2,383 | $256,839 | |
| 5 | BMEZ |
BlackRock Health Sciences Term Trust
|
14,250 | $218,737 | |
| 6 | KBDC |
Kayne Anderson BDC, Inc.
|
10,000 | $135,300 |
All Filings in BX
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,759,317 | 57,443 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,481,871 | 56,369 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $8,792,299 | 57,041 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $9,571,358 | 56,022 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,385,155 | 56,058 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,602,508 | 47,235 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,815,971 | 45,331 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,928,519 | 45,246 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,595,017 | 45,194 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,877,362 | 44,739 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,608,414 | 88,668 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,806,193 | 44,859 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,111,040 | 44,219 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,475,038 | 39,561 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,769,067 | 37,324 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,044,169 | 36,370 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,890,559 | 20,723 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $222,145 | 1,750 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $226,432 | 1,750 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $203,595 | 1,750 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||