Position in BX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$463,384
+$6,529 QoQ
Shares Held
3,938
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,374
of 2,123 holders
Holding Since
Dec 2022
15 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, 2026SageView Advisory Group, LLC holds $4,797,044 across 10 Asset Management names. BX ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,422 | $1,367,338 | |
| 2 | STT |
State Street Corp
|
3,564 | $604,454 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
43,780 | $569,577 | |
| 4 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
68,824 | $569,174 | |
| 5 | BX |
Blackstone Inc.
This page
|
3,938 | $463,384 | |
| 6 | AMP |
Ameriprise Financial Inc
|
981 | $450,043 | |
| 7 | APO |
Apollo Global Management, Inc.
|
1,942 | $229,758 | |
| 8 | PFG |
Principal Financial Group Inc
|
1,982 | $213,619 |
All Filings in BX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,384 | 3,938 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $456,855 | 3,973 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $634,594 | 4,117 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,350,910 | 7,907 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,060,821 | 7,092 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $545,421 | 3,902 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $732,785 | 4,250 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $623,545 | 4,072 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $589,783 | 4,764 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $587,749 | 4,474 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $779,759 | 5,956 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $1,708,668 | 15,948 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,478,408 | 15,902 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,032,120 | 11,750 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $643,301 | 8,671 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||