Position in BX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$374,308
+$10,940 QoQ
Shares Held
3,181
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,470
of 2,111 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $12,112,339 across 12 Asset Management names. BX ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
324,687 | $4,224,177 | |
| 2 | PFG |
Principal Financial Group Inc
|
35,611 | $3,838,153 | |
| 3 | BLK |
BlackRock, Inc.
|
1,507 | $1,449,070 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
49,635 | $475,006 | |
| 5 | BX |
Blackstone Inc.
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|
3,181 | $374,308 | |
| 6 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
15,655 | $368,518 | |
| 7 | NTRS |
Northern Trust Corp
|
1,817 | $315,867 | |
| 8 | KKR |
KKR & Co. Inc.
|
2,700 | $247,806 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,308 | 3,181 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $363,368 | 3,160 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $493,093 | 3,199 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $547,061 | 3,202 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $566,758 | 3,789 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $502,509 | 3,595 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $526,570 | 3,054 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $482,665 | 3,152 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $419,682 | 3,390 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $455,197 | 3,465 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $461,754 | 3,527 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $377,775 | 3,526 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $373,925 | 4,022 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $315,433 | 3,591 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $311,746 | 4,202 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $278,135 | 3,323 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $395,299 | 4,333 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $555,743 | 4,378 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $577,208 | 4,461 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $487,231 | 4,188 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $393,319 | 4,049 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $288,580 | 3,872 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $296,440 | 4,574 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $278,226 | 5,330 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $296,955 | 5,241 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $238,832 | 5,241 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||