Position in BX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$25,616,405
+$906,319 QoQ
Shares Held
217,697
+1.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#25
of 770 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $41,293,545 across 8 Asset Management names. BX ranks #1 (62.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
217,697 | $25,616,405 | |
| 2 | ARCC |
Ares Capital Corp
|
439,021 | $8,135,059 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
157,153 | $3,163,489 | |
| 4 | APO |
Apollo Global Management, Inc.
|
13,180 | $1,559,325 | |
| 5 | BLK |
BlackRock, Inc.
|
1,360 | $1,307,721 | |
| 6 | CG |
Carlyle Group Inc.
|
15,720 | $661,969 | |
| 7 | AB |
Alliancebernstein Holding L.P.
|
17,525 | $617,230 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
5,950 | $232,347 |
All Filings in BX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,616,405 | 217,697 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $24,710,086 | 214,889 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $35,965,486 | 233,330 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $39,990,859 | 234,070 | Shares | Defined | 2025-10-14 | |
| 2025-06-30 | $35,600,638 | 238,004 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $34,169,221 | 244,450 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $42,015,822 | 243,683 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $37,173,073 | 242,755 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $30,141,833 | 243,472 | Shares | Defined | 2024-07-12 | |
| 2024-03-31 | $34,843,921 | 265,235 | Shares | Defined | 2024-04-12 | |
| 2023-12-31 | $35,197,711 | 268,849 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $28,583,880 | 266,790 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $24,507,170 | 263,603 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $21,297,159 | 242,454 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $18,186,343 | 245,132 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $20,589,363 | 245,990 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $22,332,647 | 244,795 | Shares | Defined | 2022-07-18 | |
| 2022-03-31 | $30,727,604 | 242,064 | Shares | Defined | 2022-04-13 | |
| 2021-12-31 | $29,726,317 | 229,742 | Shares | Defined | 2022-01-14 | |
| 2021-09-30 | $27,338,620 | 234,989 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $24,515,513 | 252,373 | Shares | Defined | 2021-07-30 | |
| 2021-03-31 | $20,103,796 | 269,741 | Shares | Defined | 2021-04-08 | |
| 2020-12-31 | $17,335,702 | 267,485 | Shares | Defined | 2021-01-12 | |
| 2020-09-30 | $16,240,307 | 311,117 | Shares | Defined | 2020-10-16 | |
| 2020-06-30 | $18,279,535 | 322,618 | Shares | Defined | 2020-07-21 | |
| 2020-03-31 | $15,306,735 | 335,895 | Shares | Defined | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||