Position in BX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$488,565
+$9,287 QoQ
Shares Held
4,152
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,339
of 2,112 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Shum Financial Group, Inc. holds $2,592,458 across 2 Asset Management names. BX ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,188 | $2,103,893 | |
| 2 | BX |
Blackstone Inc.
This page
|
4,152 | $488,565 |
All Filings in BX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,565 | 4,152 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $479,278 | 4,168 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $623,650 | 4,046 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $635,391 | 3,719 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $564,850 | 4,041 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $716,232 | 4,154 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $650,955 | 4,251 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||