Position in BX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$364,188
-$3,780 QoQ
Shares Held
3,095
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.34%
of 13F equity value
Holder Rank
#1,482
of 2,112 holders
Holding Since
Jun 2025
5 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, 2026BCU Wealth Advisors, LLC holds $364,188 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
|
3,095 | $364,188 |
All Filings in BX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,188 | 3,095 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $367,968 | 3,200 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $493,248 | 3,200 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $546,720 | 3,200 | Shares | Defined | 2025-10-16 | |
| 2025-06-30 | $583,362 | 3,900 | Shares | Defined | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||