Position in BX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$583,919
-$240,113 QoQ
Shares Held
5,078
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Forvis Mazars Wealth Advisors, LLC holds $5,974,905 across 10 Asset Management names. BX ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
4,388 | $1,950,027 | |
| 2 | STT |
State Street Corp
|
7,693 | $973,626 | |
| 3 | TROW |
Price T Rowe Group Inc
|
10,319 | $930,154 | |
| 4 | BX |
Blackstone Inc.
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|
5,078 | $583,919 | |
| 5 | BLK |
BlackRock, Inc.
|
484 | $465,467 | |
| 6 | PFG |
Principal Financial Group Inc
|
3,715 | $334,758 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
7,492 | $265,516 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
4,755 | $226,908 |
All Filings in BX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $583,919 | 5,078 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $824,032 | 5,346 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $400,301 | 2,343 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $363,928 | 2,433 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $340,364 | 2,435 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $407,773 | 2,365 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $346,839 | 2,265 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $286,968 | 2,318 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $317,652 | 2,418 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $329,918 | 2,520 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $280,706 | 2,620 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $349,381 | 3,758 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||