Position in BX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$348,773
-$498,013 QoQ
Shares Held
2,964
-59.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,507
of 2,112 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026TRB Wealth Management, LLC holds $1,335,333 across 2 Asset Management names. BX ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,026 | $986,560 | |
| 2 | BX |
Blackstone Inc.
This page
|
2,964 | $348,773 |
All Filings in BX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,773 | 2,964 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $846,786 | 7,364 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||