Position in BX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,153,397
+$686,104 QoQ
Shares Held
35,297
+17.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.52%
of 13F equity value
Holder Rank
#565
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, 2026Koa Wealth Management, LLC holds $6,214,540 across 2 Asset Management names. BX ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
35,297 | $4,153,397 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
48,395 | $2,061,143 |
All Filings in BX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,153,397 | 35,297 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,467,293 | 30,153 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,483,255 | 22,598 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,826,713 | 16,545 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,567,091 | 17,162 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,386,324 | 17,072 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,461,985 | 14,279 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,469,221 | 16,125 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,255,512 | 18,219 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,413,266 | 18,370 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,432,362 | 18,579 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||