Position in BX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$350,185
+$10,275 QoQ
Shares Held
2,976
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,502
of 2,112 holders
Holding Since
Sep 2024
8 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, 2026Vertex Planning Partners, LLC holds $795,471 across 2 Asset Management names. BX ranks #2 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
8,583 | $445,286 | |
| 2 | BX |
Blackstone Inc.
This page
|
2,976 | $350,185 |
All Filings in BX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,185 | 2,976 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $339,910 | 2,956 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $440,223 | 2,856 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $492,218 | 2,881 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $430,939 | 2,881 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $402,566 | 2,880 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $499,673 | 2,898 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $338,417 | 2,210 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||