Position in BX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$470
-$2,947 QoQ
Shares Held
4
-80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,096
of 2,106 holders
Holding Since
Mar 2023
10 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, 2026Trifecta Capital Advisors, LLC holds $6,256,714 across 6 Asset Management names. BX ranks #6 (0.0% of the industry book) .
All Filings in BX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470 | 4 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $3,417 | 20 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,991 | 20 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,677 | 12 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,069 | 12 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,837 | 12 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,485 | 12 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $51,497 | 392 | Shares | Sole | 2024-04-16 | |
| 2023-09-30 | $10,499 | 98 | Shares | Sole | 2023-11-01 | |
| 2023-03-31 | $12,736 | 145 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||