Position in BX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$496,066
+$81,122 QoQ
Shares Held
4,314
+60.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Optimize Financial Inc holds $951,131 across 2 Asset Management names. BX ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
4,314 | $496,066 | |
| 2 | AMP |
Ameriprise Financial Inc
|
1,024 | $455,065 |
All Filings in BX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $496,066 | 4,314 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $414,944 | 2,692 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $453,777 | 2,656 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||