Position in BX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,534,652
+$69,105 QoQ
Shares Held
13,042
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#893
of 2,112 holders
Holding Since
Dec 2023
11 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, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $2,059,637 across 3 Asset Management names. BX ranks #1 (74.5% of the industry book) .
All Filings in BX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,534,652 | 13,042 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,465,547 | 12,745 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,960,506 | 12,719 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,203,452 | 12,897 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,923,000 | 12,856 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,902,405 | 13,610 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,369,050 | 13,740 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,107,834 | 13,765 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,713,392 | 13,840 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,807,651 | 13,760 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,785,748 | 13,640 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||