Position in BX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$438,320
+$10,673 QoQ
Shares Held
3,725
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,388
of 2,106 holders
Holding Since
Dec 2020
23 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, 2026Valmark Advisers, Inc. holds $3,180,721 across 8 Asset Management names. BX ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,389 | $1,335,606 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
24,669 | $465,504 | |
| 3 | BX |
Blackstone Inc.
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|
3,725 | $438,320 | |
| 4 | AMP |
Ameriprise Financial Inc
|
662 | $303,699 | |
| 5 | ADX |
Adams Diversified Equity Fund, Inc.
|
9,797 | $250,313 | |
| 6 | STT |
State Street Corp
|
1,202 | $203,859 | |
| 7 | CRF |
Cornerstone Total Return Fund Inc
|
15,000 | $107,700 | |
| 8 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
10,016 | $75,720 |
All Filings in BX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,320 | 3,725 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $427,647 | 3,719 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $618,717 | 4,014 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $657,601 | 3,849 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $590,691 | 3,949 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $555,625 | 3,975 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $684,679 | 3,971 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $606,088 | 3,958 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $464,992 | 3,756 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $489,615 | 3,727 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $498,019 | 3,804 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $425,881 | 3,975 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $359,050 | 3,862 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $345,738 | 3,936 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $260,703 | 3,514 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $308,685 | 3,688 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $335,635 | 3,679 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $451,398 | 3,556 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $440,961 | 3,408 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $391,251 | 3,363 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $331,927 | 3,417 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $254,669 | 3,417 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $200,262 | 3,090 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||