Position in BX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$457,265
+$27,548 QoQ
Shares Held
3,886
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,379
of 2,112 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 2%
None 98%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Palumbo Wealth Management LLC holds $6,975,805 across 3 Asset Management names. BX ranks #2 (6.6% of the industry book) .
All Filings in BX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,265 | 3,886 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $429,717 | 3,737 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $590,664 | 3,832 | Shares | Defined | 2026-01-21 | |
| 2025-06-30 | $543,424 | 3,633 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $518,164 | 3,707 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $593,986 | 3,445 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $524,929 | 3,428 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $424,015 | 3,425 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $450,467 | 3,429 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $463,456 | 3,540 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $379,168 | 3,539 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $331,438 | 3,565 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $768,160 | 8,745 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $691,005 | 9,314 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $732,877 | 8,756 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $770,802 | 8,449 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,036,465 | 8,165 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,052,199 | 8,132 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $936,420 | 8,049 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,223,186 | 12,592 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $910,085 | 12,211 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $779,210 | 12,023 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||