Position in BX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$357,716
+$8,147 QoQ
Shares Held
3,040
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,491
of 2,112 holders
Holding Since
Dec 2021
19 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, 2026Hofer & Associates. Inc holds $357,716 across 1 Asset Management name. BX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
3,040 | $357,716 |
All Filings in BX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,716 | 3,040 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $349,569 | 3,040 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $468,585 | 3,040 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $519,384 | 3,040 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $454,723 | 3,040 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $424,931 | 3,040 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $524,156 | 3,040 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $465,515 | 3,040 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $385,141 | 3,111 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $408,692 | 3,111 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $413,838 | 3,161 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $338,669 | 3,161 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $293,878 | 3,161 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $277,662 | 3,161 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $234,514 | 3,161 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $264,575 | 3,161 | Shares | Sole | 2022-12-15 | |
| 2022-06-30 | $302,153 | 3,312 | Shares | Sole | 2022-12-15 | |
| 2022-03-31 | $420,425 | 3,312 | Shares | Sole | 2022-12-15 | |
| 2021-12-31 | $428,539 | 3,312 | Shares | Sole | 2022-12-15 | |
| No filing history on record for this holder in this stock. | ||||||