Position in BX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$990,899
-$82,417 QoQ
Shares Held
8,421
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,049
of 2,112 holders
Holding Since
Dec 2024
7 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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $2,000,602 across 3 Asset Management names. BX ranks #1 (49.5% of the industry book) .
All Filings in BX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990,899 | 8,421 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,073,316 | 9,334 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,193,197 | 7,741 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,131,027 | 6,620 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $923,207 | 6,172 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $849,582 | 6,078 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,036,589 | 6,012 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||