Back to BX

PDS Planning, Inc → BX

PDS Planning, Inc BX Position History

Blackstone Inc. • Financial Services

Quarters held
7
Latest value
$69.6M
Q3 2026
Peak value
$69.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$420K
Q4 2025$61.1M
Q1 2026$60.9M
Q2 2026$341K
Q2 2026$69.4M
Q3 2026$320K
Q3 2026$69.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$69.6M298.1K——
Q3 2026$320K2.9K——
Q2 2026$69.4M293.4K——
Q2 2026$341K2.9K——
Q1 2026$60.9M283.2K——
Q4 2025$61.1M277.8K——
Q4 2025$420K2.7K——

Other funds holding BX

Other PDS Planning, Inc positions

VGES

VANGUARD TAX-MANAGED FDS

$126.8M
VGES

VANGUARD TAX-MANAGED FDS

$126.5M
ETHA

ISHARES TR

$121.9M
ETHA

ISHARES TR

$117.9M
VGES

VANGUARD TAX-MANAGED FDS

$111.6M
VGES

VANGUARD TAX-MANAGED FDS

$110.6M
ETHA

ISHARES TR

$102.9M
ETHA

ISHARES TR

$100.4M