Position in BX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$65,895
+$1,501 QoQ
Shares Held
560
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#611
of 698 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $1,418,999 across 12 Asset Management names. BX ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
14,014 | $596,856 | |
| 2 | BLK |
BlackRock, Inc.
|
312 | $300,006 | |
| 3 | AMP |
Ameriprise Financial Inc
|
338 | $155,060 | |
| 4 | KKR |
KKR & Co. Inc.
|
1,120 | $102,793 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
1,544 | $69,248 | |
| 6 | BX |
Blackstone Inc.
This page
|
560 | $65,895 | |
| 7 | PFG |
Principal Financial Group Inc
|
535 | $57,662 | |
| 8 | ASG |
Liberty All Star Growth Fund Inc.
|
8,945 | $48,929 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,895 | 560 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $64,394 | 560 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $86,318 | 560 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $95,676 | 560 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $83,764 | 560 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $78,276 | 560 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $96,555 | 560 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $85,752 | 560 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $69,328 | 560 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $73,567 | 560 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $73,315 | 560 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $59,998 | 560 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $52,063 | 560 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $49,190 | 560 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $41,546 | 560 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $46,872 | 560 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $51,088 | 560 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $71,086 | 560 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $72,458 | 560 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $65,150 | 560 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $54,398 | 560 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $3,110,658 | 41,737 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $36,293 | 560 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $29,232 | 560 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $31,729 | 560 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $25,519 | 560 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||