Position in BX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$202,745
-$242,496 QoQ
Shares Held
1,723
-55.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,789
of 2,104 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Performance Wealth Partners, LLC holds $2,263,112 across 6 Asset Management names. BX ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
3,771 | $655,550 | |
| 2 | APO |
Apollo Global Management, Inc.
|
5,536 | $654,964 | |
| 3 | AMP |
Ameriprise Financial Inc
|
883 | $405,085 | |
| 4 | KKR |
KKR & Co. Inc.
|
2,378 | $218,252 | |
| 5 | BX |
Blackstone Inc.
This page
|
1,723 | $202,745 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
14,459 | $126,516 |
All Filings in BX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,745 | 1,723 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $445,241 | 3,872 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $699,024 | 4,535 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $488,972 | 2,862 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $7,701,318 | 55,096 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,151,047 | 29,875 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,350,300 | 8,818 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,155,177 | 9,331 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $16,059,325 | 122,245 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $17,313,646 | 132,246 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $16,235,781 | 151,538 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $14,917,315 | 160,453 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $17,247,998 | 196,357 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $17,314,239 | 233,377 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $24,443,664 | 292,039 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $27,351,210 | 299,805 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $39,773,475 | 313,325 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $41,816,648 | 323,183 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||