Position in BX
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,140,010
-$907,894 QoQ
Shares Held
9,914
-25.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026VCI Wealth Management LLC holds $2,868,133 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
26,611 | $2,868,133 |
All Filings in BX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,140,010 | 9,914 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,047,904 | 13,286 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,430,185 | 8,371 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,450,926 | 9,700 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,163,668 | 8,325 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,277,977 | 7,412 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||