Position in BX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$39,714,801
+$11,010,423 QoQ
Shares Held
337,510
+35.2% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#140
of 2,111 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CAPITAL ADVISORS INC/OK holds $113,422,818 across 6 Asset Management names. BX ranks #2 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
1,010,203 | $43,024,545 | |
| 2 | BX |
Blackstone Inc.
This page
|
337,510 | $39,714,801 | |
| 3 | ARCC |
Ares Capital Corp
|
1,575,211 | $29,188,659 | |
| 4 | APO |
Apollo Global Management, Inc.
|
5,212 | $616,631 | |
| 5 | BLK |
BlackRock, Inc.
|
579 | $556,743 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
7,167 | $321,439 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,714,801 | 337,510 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $28,704,378 | 249,625 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $25,961,337 | 168,427 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $28,199,817 | 165,056 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $34,026,308 | 227,479 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $31,253,549 | 223,591 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $38,242,238 | 221,797 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $34,227,770 | 223,521 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $42,474,913 | 343,093 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $44,036,012 | 335,206 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $43,231,224 | 330,211 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $35,432,912 | 330,716 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $30,227,522 | 325,132 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $21,226,360 | 241,648 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $17,650,468 | 237,909 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $19,500,342 | 232,979 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $20,736,214 | 227,296 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $23,722,547 | 186,880 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $32,511,954 | 251,271 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $28,987,507 | 249,162 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $37,199,374 | 382,946 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $28,554,008 | 383,121 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $21,407,261 | 330,308 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $17,322,204 | 331,843 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $18,832,537 | 332,378 | Shares | Sole | 2020-09-02 | |
| 2020-03-31 | $15,421,252 | 338,408 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||