Position in BX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$507,510
+$46,746 QoQ
Shares Held
4,313
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,323
of 2,112 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $13,838,313 across 45 Asset Management names. BX ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
7,126 | $3,269,123 | |
| 2 | NTRS |
Northern Trust Corp
|
11,867 | $2,062,959 | |
| 3 | BLK |
BlackRock, Inc.
|
1,925 | $1,851,003 | |
| 4 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
47,925 | $972,877 | |
| 5 | USA |
Liberty All Star Equity Fund
|
159,826 | $928,589 | |
| 6 | BX |
Blackstone Inc.
This page
|
4,313 | $507,510 | |
| 7 | MAIN |
Main Street Capital CORP
|
9,700 | $503,236 | |
| 8 | NAC |
Nuveen California Quality Municipal Income Fund
|
41,100 | $498,132 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,510 | 4,313 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $460,764 | 4,007 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $636,289 | 4,128 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $958,810 | 5,612 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $664,733 | 4,444 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $626,074 | 4,479 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $828,478 | 4,805 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $810,517 | 5,293 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $655,273 | 5,293 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $744,867 | 5,670 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $729,879 | 5,575 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $511,486 | 4,774 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $443,095 | 4,766 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $229,350 | 2,611 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $179,984 | 2,426 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $194,686 | 2,326 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $193,954 | 2,126 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $267,970 | 2,111 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $273,142 | 2,111 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $257,227 | 2,211 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $215,650 | 2,220 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $165,456 | 2,220 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $130,916 | 2,020 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $123,244 | 2,361 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $80,967 | 1,429 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $37,868 | 831 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||