Position in BX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$146,028
+$30,234 QoQ
Shares Held
1,241
+23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,833
of 2,112 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 72%
Shared 3%
None 24%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NBT BANK N A /NY holds $9,722,797 across 27 Asset Management names. BX ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
33,512 | $3,809,978 | |
| 2 | BLK |
BlackRock, Inc.
|
2,624 | $2,523,132 | |
| 3 | PTY |
Pimco Corporate & Income Opportunity Fund
|
98,400 | $1,183,752 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
23,838 | $1,069,134 | |
| 5 | STT |
State Street Corp
|
2,008 | $340,556 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
6,000 | $241,380 | |
| 7 | BX |
Blackstone Inc.
This page
|
1,241 | $146,028 | |
| 8 | AMP |
Ameriprise Financial Inc
|
250 | $114,690 |
All Filings in BX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,028 | 1,241 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $115,794 | 1,007 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $202,539 | 1,314 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $310,946 | 1,820 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $272,235 | 1,820 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $254,398 | 1,820 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,225,388 | 7,107 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,087,069 | 7,099 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $870,932 | 7,035 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $904,876 | 6,888 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $909,370 | 6,946 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $614,125 | 5,732 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||