Position in BX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$567,051
+$13,145 QoQ
Shares Held
4,819
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,277
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, 2026WealthTrust Axiom LLC holds $11,087,182 across 22 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
|
111,394 | $2,622,214 | |
| 2 | IGR |
Cbre Global Real Estate Income Fund
|
343,116 | $1,581,764 | |
| 3 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
97,206 | $930,261 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
22,773 | $916,157 | |
| 5 | STEW |
SRH Total Return Fund, Inc.
|
46,842 | $838,471 | |
| 6 | BX |
Blackstone Inc.
This page
|
4,819 | $567,051 | |
| 7 | PIM |
Putnam Master Intermediate Income Trust
|
136,500 | $440,895 | |
| 8 | CSQ |
Calamos Strategic Total Return Fund
|
21,013 | $432,027 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,051 | 4,819 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||