Position in BX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$32,829
+$17,421 QoQ
Shares Held
279
+108.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,958
of 2,112 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $2,872,538 across 5 Asset Management names. BX ranks #2 (1.1% of the industry book) .
All Filings in BX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,829 | 279 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $15,408 | 134 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,654 | 134 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||