Position in BX
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,913,663
-$748,026 QoQ
Shares Held
16,642
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026VALLEY NATIONAL ADVISERS INC holds $5,714,087 across 30 Asset Management names. BX ranks #2 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,084 | $2,004,203 | |
| 2 | BX |
Blackstone Inc.
This page
|
16,642 | $1,913,663 | |
| 3 | APO |
Apollo Global Management, Inc.
|
10,348 | $1,152,974 | |
| 4 | SEIC |
Sei Investments Co
|
2,688 | $210,927 | |
| 5 | TROW |
Price T Rowe Group Inc
|
825 | $74,365 | |
| 6 | CG |
Carlyle Group Inc.
|
1,520 | $73,552 | |
| 7 | KKR |
KKR & Co. Inc.
|
726 | $67,155 | |
| 8 | RJF |
Raymond James Financial Inc
|
174 | $25,193 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,913,663 | 16,642 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,661,689 | 17,268 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,049,330 | 17,848 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,661,776 | 17,795 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,525,824 | 18,070 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,110,111 | 18,038 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,764,149 | 18,051 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,395,406 | 19,349 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,538,199 | 19,321 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,510,914 | 19,179 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,989,696 | 18,571 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,804,919 | 19,414 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,767,867 | 20,126 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,444,479 | 19,470 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,677,599 | 20,043 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,800,971 | 19,741 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,500,591 | 19,699 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,424,897 | 18,741 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,249,433 | 19,335 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,862,368 | 19,172 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,419,796 | 19,050 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,251,481 | 19,310 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $988,511 | 18,937 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,112,915 | 19,642 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $971,871 | 21,327 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||