Position in BX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$861,226
+$19,615 QoQ
Shares Held
7,319
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,105
of 2,112 holders
Holding Since
Mar 2020
26 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, 2026LOWE BROCKENBROUGH & CO INC holds $23,343,411 across 8 Asset Management names. BX ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
34,159 | $15,670,782 | |
| 2 | BLK |
BlackRock, Inc.
|
2,778 | $2,671,213 | |
| 3 | NTRS |
Northern Trust Corp
|
10,123 | $1,759,782 | |
| 4 | TROW |
Price T Rowe Group Inc
|
9,584 | $1,089,604 | |
| 5 | BX |
Blackstone Inc.
This page
|
7,319 | $861,226 | |
| 6 | CSQ |
Calamos Strategic Total Return Fund
|
26,637 | $547,656 | |
| 7 | FHI |
Federated Hermes, Inc.
|
9,671 | $534,032 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
4,910 | $209,116 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,226 | 7,319 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $841,611 | 7,319 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,206,762 | 7,829 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,334,509 | 7,811 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,168,369 | 7,811 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,126,766 | 8,061 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,389,877 | 8,061 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,234,380 | 8,061 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $988,047 | 7,981 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,048,463 | 7,981 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,126,042 | 8,601 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $933,939 | 8,717 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $813,487 | 8,750 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $772,113 | 8,790 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $632,321 | 8,523 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $644,573 | 7,701 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $702,562 | 7,701 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,006,380 | 7,928 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,025,803 | 7,928 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $887,557 | 7,629 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $935,361 | 9,629 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $717,649 | 9,629 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $613,037 | 9,459 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $518,189 | 9,927 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $562,463 | 9,927 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $504,778 | 11,077 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||