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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

BX holding history

Blackstone Inc. in every 13F filed by XML Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BX overviewAll 13F holders of BXFull Q2 2026 holdings

Shares (Q2 2026)
15,244
Value
$1.79M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of BX by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,244$1.79M0.1%−2,557−14.4%ReducedHolders
Q1 202617,801$2.05M0.2%+242+1.4%AddedHolders
Q4 202517,559$2.71M0.2%+630+3.7%AddedHolders
Q3 202516,929$2.89M0.2%+511+3.1%AddedHolders
Q2 202516,418$2.46M0.2%+1,249+8.2%AddedHolders
Q1 202515,169$2.12M0.2%+68+0.5%AddedHolders
Q4 202415,101$2.60M0.2%−209−1.4%ReducedHolders
Q3 202415,310$2.34M0.2%−466−3.0%ReducedHolders
Q2 202415,776$1.95M0.2%−687−4.2%ReducedHolders
Q1 202416,463$2.16M0.2%−2,227−11.9%ReducedHolders
Q4 202318,690$2.45M0.3%−154−0.8%ReducedHolders
Q3 202318,844$2.02M0.2%−469−2.4%ReducedHolders
Q2 202319,313$1.80M0.2%+2,738+16.5%AddedHolders
Q1 202316,575$1.46M0.2%+1,508+10.0%AddedHolders
Q4 202215,067$1.12M0.1%+2,011+15.4%AddedHolders
Q3 202213,056$1.09M0.2%+10,083+339.2%AddedHolders
Q2 20222,973$271.0K0.1%−1,527−33.9%ReducedHolders
Q1 20224,500$571.0K0.1%+448+11.1%AddedHolders
Q4 20214,052$524.0K0.1%+161+4.1%AddedHolders
Q3 20213,891$453.0K0.1%+3,891NewHolders
Q2 20210$00.0%−2,930−100.0%Sold outHolders
Q1 20212,930$218.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.