Position in BX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,053,771
+$201,445 QoQ
Shares Held
25,952
+4.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#650
of 2,112 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, 2026WEDBUSH SECURITIES INC holds $124,090,300 across 158 Asset Management names. BX ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSTZ |
BlackRock Science & Technology Term Trust
|
763,870 | $22,939,016 | |
| 2 | BLK |
BlackRock, Inc.
|
5,256 | $5,053,959 | |
| 3 | BST |
BlackRock Science & Technology Trust
|
92,308 | $4,680,938 | |
| 4 | THQ |
abrdn Healthcare Opportunities Fund
|
187,779 | $3,517,100 | |
| 5 | BX |
Blackstone Inc.
This page
|
25,952 | $3,053,771 | |
| 6 | AOD |
abrdn Total Dynamic Dividend Fund
|
267,408 | $2,756,976 | |
| 7 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
80,008 | $2,207,420 | |
| 8 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
75,802 | $2,127,762 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,053,771 | 25,952 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,852,326 | 24,805 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,929,491 | 25,493 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,137,816 | 24,219 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,883,395 | 25,962 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,315,162 | 23,717 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,989,453 | 23,138 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,379,058 | 28,597 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,468,313 | 36,093 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,638,543 | 35,309 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,171,078 | 39,498 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,044,535 | 37,750 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,727,818 | 40,097 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,651,420 | 41,569 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,154,484 | 42,519 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,500,250 | 41,819 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,214,945 | 35,240 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,683,291 | 29,016 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $3,568,834 | 27,582 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $3,195,976 | 27,471 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $2,975,592 | 30,632 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,149,072 | 28,835 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,473,779 | 22,740 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,382,256 | 26,480 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,403,808 | 24,776 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,247,752 | 27,381 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||