Position in BX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,510,916
+$105,399 QoQ
Shares Held
55,332
-0.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#455
of 2,112 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $88,626,996 across 67 Asset Management names. BX ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
38,202 | $36,733,515 | |
| 2 | APO |
Apollo Global Management, Inc.
|
113,234 | $13,396,713 | |
| 3 | BX |
Blackstone Inc.
This page
|
55,332 | $6,510,916 | |
| 4 | TY |
TRI-CONTINENTAL Corp
|
163,808 | $5,638,271 | |
| 5 | ADX |
Adams Diversified Equity Fund, Inc.
|
192,516 | $4,918,783 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
87,262 | $2,068,982 | |
| 7 | AMP |
Ameriprise Financial Inc
|
3,641 | $1,670,345 | |
| 8 | ARCC |
Ares Capital Corp
|
76,673 | $1,420,750 |
All Filings in BX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,510,916 | 55,332 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,405,517 | 55,705 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $9,124,162 | 59,194 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,422,532 | 61,004 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $9,057,966 | 60,556 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $1,496,484 | 10,706 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $2,005,072 | 11,629 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $1,723,630 | 11,256 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $1,538,833 | 12,430 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $1,724,756 | 13,129 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $1,772,917 | 13,542 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $1,515,709 | 14,147 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $1,492,261 | 16,051 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $1,695,663 | 19,304 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $1,781,598 | 24,014 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $22,646,289 | 270,565 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $23,944,863 | 262,467 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $25,704,080 | 202,490 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $17,624,211 | 136,210 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $13,175,272 | 113,248 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,406,683 | 14,481 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||