Position in BX
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,320,775
-$555,262 QoQ
Shares Held
11,486
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026MOSELEY INVESTMENT MANAGEMENT INC holds $4,133,542 across 7 Asset Management names. BX ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
38,687 | $1,565,662 | |
| 2 | BX |
Blackstone Inc.
This page
|
11,486 | $1,320,775 | |
| 3 | BLK |
BlackRock, Inc.
|
321 | $308,708 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
7,900 | $279,976 | |
| 5 | CSQ |
Calamos Strategic Total Return Fund
|
13,275 | $227,268 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
5,058 | $224,828 | |
| 7 | RJF |
Raymond James Financial Inc
|
1,425 | $206,325 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,320,775 | 11,486 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,876,037 | 12,171 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,058,229 | 12,047 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,784,040 | 11,927 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,622,985 | 11,611 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,991,795 | 11,552 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,770,948 | 11,565 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,391,388 | 11,239 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,466,746 | 11,165 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $1,368,637 | 10,454 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,114,363 | 10,401 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,203,031 | 12,940 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $1,010,423 | 11,503 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $805,851 | 10,862 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,013,104 | 12,104 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,386,422 | 15,197 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,306,974 | 10,296 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,659,038 | 12,822 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,512,652 | 13,002 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $870,762 | 8,964 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $633,803 | 8,504 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $515,045 | 7,947 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $459,673 | 8,806 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $505,577 | 8,923 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $373,263 | 8,191 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||