Position in BX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,505,836
+$1,547,278 QoQ
Shares Held
208,259
+4.3% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#207
of 2,112 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Derivatives in BX
reported options exposure · as of Dec 31, 2025CallValue
$5,529
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026Destination Wealth Management holds $27,121,422 across 6 Asset Management names. BX ranks #1 (90.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
208,259 | $24,505,836 | |
| 2 | BLK |
BlackRock, Inc.
|
1,353 | $1,300,990 | |
| 3 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
53,765 | $590,877 | |
| 4 | BEN |
Franklin Resources Inc
|
8,317 | $276,706 | |
| 5 | MAIN |
Main Street Capital CORP
|
4,494 | $233,148 | |
| 6 | STT |
State Street Corp
|
1,261 | $213,865 |
All Filings in BX
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,505,836 | 208,259 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,958,558 | 199,657 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,529 | 200 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $28,862,869 | 187,251 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $31,607,079 | 184,999 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $34,170 | 200 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $27,991,503 | 187,134 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $5,780 | 200 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $25,743,701 | 184,173 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $13,978 | 100 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $17,242 | 100 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $32,315,646 | 187,424 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $15,313 | 100 | Call | Sole | 2024-11-25 | |
| 2024-09-30 | $30,634,422 | 200,055 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $25,157,274 | 203,209 | Shares | Sole | 2024-07-25 | |
| 2024-06-30 | $12,380 | 100 | Call | Sole | 2024-07-25 | |
| 2024-03-31 | $27,178,219 | 206,883 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $13,137 | 100 | Call | Sole | 2024-05-14 | |
| 2023-12-31 | $27,582,094 | 210,679 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $13,092 | 100 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $22,768,857 | 212,515 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $10,714 | 100 | Call | Sole | 2023-11-14 | |
| 2023-06-30 | $19,978,416 | 214,891 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $9,297 | 100 | Call | Sole | 2023-08-11 | |
| 2023-03-31 | $8,784 | 100 | Call | Sole | 2023-05-05 | |
| 2023-03-31 | $18,755,684 | 213,521 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $15,742,153 | 212,187 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,906,694 | 213,939 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,532,069 | 214,097 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $27,737,024 | 218,505 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $29,995,189 | 231,820 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $28,494,690 | 244,926 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $27,773,491 | 285,912 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $23,797,950 | 319,307 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $20,808,676 | 321,072 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $16,787,885 | 321,607 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $18,233,018 | 321,797 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $14,533,503 | 318,927 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||