Position in BX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$299,470
+$6,821 QoQ
Shares Held
2,545
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,598
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, 2026Morton Capital Management LLC/CA holds $747,669 across 3 Asset Management names. BX ranks #2 (40.1% of the industry book) .
All Filings in BX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,470 | 2,545 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $292,649 | 2,545 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $392,286 | 2,545 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $451,898 | 2,645 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $395,639 | 2,645 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $373,631 | 2,673 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $459,154 | 2,663 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $405,641 | 2,649 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $513,151 | 4,145 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $555,038 | 4,225 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $641,769 | 4,902 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $524,557 | 4,896 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $488,557 | 5,255 | Shares | Sole | 2023-12-05 | |
| 2023-03-31 | $444,031 | 5,055 | Shares | Sole | 2023-12-05 | |
| 2022-12-31 | $375,030 | 5,055 | Shares | Sole | 2023-12-05 | |
| 2022-09-30 | $423,103 | 5,055 | Shares | Sole | 2023-12-05 | |
| 2022-06-30 | $461,167 | 5,055 | Shares | Sole | 2023-12-05 | |
| 2022-03-31 | $572,372 | 4,509 | Shares | Sole | 2023-12-05 | |
| 2021-12-31 | $649,020 | 5,016 | Shares | Sole | 2023-12-05 | |
| No filing history on record for this holder in this stock. | ||||||