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Evensky & Katz LLC → BX

Evensky & Katz LLC BX Position History

Blackstone Inc. • Financial Services

Quarters held
5
Latest value
$61.3M
Q3 2026
Peak value
$61.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$55.6M
Q4 2025$57.2M
Q1 2026$56.2M
Q2 2026$61.9M
Q3 2026$61.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$61.3M262.5K——
Q2 2026$61.9M261.8K——
Q1 2026$56.2M261.3K——
Q4 2025$57.2M260.2K——
Q3 2025$55.6M257.7K——

Other funds holding BX

Other Evensky & Katz LLC positions

ETHA

ISHARES CORE S&P TOTAL US STOCK MARKET

$272.3M
ETHA

ISHARES CORE S&P TOTAL US STOCK MARKET

$262.2M
SCHW-PJ

SCHWAB US BROAD MARKET - ETF

$231.3M
SCHW-PJ

SCHWAB US BROAD MARKET - ETF

$229M
ETHA

ISHARES CORE S&P TOTAL US STOCK MARKET

$225.2M
ETHA

ISHARES CORE S&P TOTAL US STOCK MARKET

$221.3M
SCHW-PJ

SCHWAB US BROAD MARKET

$218.4M
SCHW-PJ

SCHWAB US BROAD MARKET - ETF

$217.2M