Position in BX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,537,943
+$94,040 QoQ
Shares Held
38,565
-0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#545
of 2,112 holders
Holding Since
Dec 2022
15 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, 2026Compass Wealth Management LLC holds $9,151,735 across 4 Asset Management names. BX ranks #1 (49.6% of the industry book) .
All Filings in BX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,537,943 | 38,565 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,443,903 | 38,646 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,107,643 | 39,624 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,834,000 | 40,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,005,637 | 40,150 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,716,442 | 40,896 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,387,162 | 42,844 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,761,914 | 44,158 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,537,945 | 44,733 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,876,574 | 44,733 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $5,518,016 | 42,148 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $4,785,408 | 44,665 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,211,633 | 45,301 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,049,511 | 46,101 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,468,456 | 46,751 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||