Position in BX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,840,513
-$1,683,376 QoQ
Shares Held
32,638
-32.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#587
of 2,112 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Callan Family Office, LLC holds $47,744,335 across 20 Asset Management names. BX ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
53,272 | $9,034,931 | |
| 2 | BLK |
BlackRock, Inc.
|
8,557 | $8,228,068 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
433,950 | $5,645,689 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
104,756 | $4,461,558 | |
| 5 | BX |
Blackstone Inc.
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|
32,638 | $3,840,513 | |
| 6 | AMP |
Ameriprise Financial Inc
|
7,187 | $3,297,108 | |
| 7 | SEIC |
Sei Investments Co
|
32,957 | $2,890,658 | |
| 8 | APAM |
Artisan Partners Asset Management Inc.
|
71,286 | $2,461,505 |
All Filings in BX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,840,513 | 32,638 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,523,889 | 48,038 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,451,308 | 67,804 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,787,669 | 51,435 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,953,467 | 53,172 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,441,914 | 38,932 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,786,098 | 10,359 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $349,289 | 2,281 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $299,224 | 2,417 | Shares | Sole | 2024-07-26 | |
| 2023-12-31 | $264,196 | 2,018 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $211,280 | 1,972 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $205,649 | 2,212 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||