Creative Planning
Position in BCX — BlackRock Resources & Commodities Strategy Trust
CIK 1540235
OVERLAND PARK, KS
Position in BCX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,555,883
+$180,199 QoQ
Shares Held
129,119
+3.1% QoQ
Ownership
0.169%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BCX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Creative Planning holds $462,647,698 across 180 Asset Management names. BCX ranks #47 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
401,722 | $46,194,012 | |
| 2 | CGBD |
Carlyle Secured Lending, Inc.
|
3,231,986 | $35,357,926 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
1,360,717 | $32,235,385 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
794,790 | $32,165,151 | |
| 5 | BLK |
BlackRock, Inc.
|
29,533 | $28,402,181 | |
| 6 | JHG |
Janus Henderson Group Ltd.
|
364,316 | $18,714,912 | |
| 7 | AMP |
Ameriprise Financial Inc
|
39,543 | $17,572,909 | |
| 8 | STT |
State Street Corp
|
113,253 | $14,333,299 |
All Filings in BCX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,555,883 | 129,119 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,375,684 | 125,290 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,143,555 | 112,444 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,165,941 | 123,380 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,090,649 | 116,897 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,035,466 | 121,249 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $111,379 | 11,602 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $106,622 | 11,602 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $105,745 | 11,646 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $103,008 | 11,600 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $117,280 | 12,734 | Shares | Sole | 2023-11-16 | |
| 2022-06-30 | $241,139 | 26,853 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $296,446 | 26,852 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $250,121 | 26,751 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $252,031 | 28,223 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $254,820 | 27,051 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $261,452 | 29,476 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $195,372 | 26,366 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $156,877 | 26,366 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $167,692 | 27,356 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $132,884 | 26,366 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||