Position in BX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$553,906
-$203,692 QoQ
Shares Held
4,817
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WealthTrust Axiom LLC holds $10,760,961 across 23 Asset Management names. BX ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
118,579 | $2,385,809 | |
| 2 | IGR |
Cbre Global Real Estate Income Fund
|
356,578 | $1,565,377 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
22,773 | $1,086,727 | |
| 4 | STEW |
SRH Total Return Fund, Inc.
|
49,082 | $839,302 | |
| 5 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
97,206 | $837,915 | |
| 6 | BX |
Blackstone Inc.
This page
|
4,817 | $553,906 | |
| 7 | PIM |
Putnam Master Intermediate Income Trust
|
116,000 | $379,320 | |
| 8 | VPV |
Invesco Pennsylvania Value Municipal Income Trust
|
34,980 | $369,738 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $553,906 | 4,817 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $757,598 | 4,915 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $885,515 | 5,183 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $700,183 | 4,681 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $654,170 | 4,680 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $806,580 | 4,678 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $977,275 | 6,382 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $875,761 | 7,074 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $926,946 | 7,056 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $921,284 | 7,037 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $751,694 | 7,016 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $650,418 | 6,996 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $612,332 | 6,971 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $515,397 | 6,947 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $590,336 | 7,053 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $561,338 | 6,153 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $583,924 | 4,600 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $595,194 | 4,600 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $535,164 | 4,600 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $456,558 | 4,700 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $350,291 | 4,700 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $304,607 | 4,700 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $245,340 | 4,700 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $266,302 | 4,700 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $214,179 | 4,700 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||