Position in BX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$627,155
-$316,798 QoQ
Shares Held
5,454
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Coordinated Financial Services, Inc. holds $1,027,136 across 3 Asset Management names. BX ranks #1 (61.1% of the industry book) .
All Filings in BX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $627,155 | 5,454 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $943,953 | 6,124 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $937,624 | 5,488 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $856,495 | 5,726 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $735,198 | 4,264 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||