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CAPTRUST FINANCIAL ADVISORS: BX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on BX, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 193,361 BX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,361 shares
    Change vs previous 13F -15,231 shares

    0.03% of the 13F portfolio, value $22,752,815.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 208,592 shares
    Change vs previous 13F +25,934 shares

    0.04% of the 13F portfolio, value $23,978,819.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 182,658 shares
    Change vs previous 13F +10,574 shares

    0.05% of the 13F portfolio, value $28,154,911.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 172,084 shares
    Change vs previous 13F +13,104 shares

    0.06% of the 13F portfolio, value $29,400,610.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 158,980 shares
    Change vs previous 13F +16,561 shares

    0.05% of the 13F portfolio, value $23,780,268.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 142,419 shares
    Change vs previous 13F +25,262 shares

    0.05% of the 13F portfolio, value $19,907,297.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 117,157 shares
    Change vs previous 13F -4,289 shares

    0.06% of the 13F portfolio, value $20,200,181.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 121,446 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $18,596,985.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).