Position in BX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$10,313,069
+$1,024,982 QoQ
Shares Held
87,644
+8.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#357
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, 2026Welch Group, LLC holds $14,497,320 across 7 Asset Management names. BX ranks #1 (71.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
87,644 | $10,313,069 | |
| 2 | STT |
State Street Corp
|
7,635 | $1,294,896 | |
| 3 | BLK |
BlackRock, Inc.
|
1,104 | $1,061,562 | |
| 4 | UTG |
Reaves Utility Income Fund
|
19,729 | $803,364 | |
| 5 | NTRS |
Northern Trust Corp
|
3,153 | $548,117 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
26,159 | $284,348 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
10,173 | $191,964 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,313,069 | 87,644 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,288,087 | 80,773 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,319,518 | 66,949 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $10,941,404 | 64,041 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $9,369,840 | 62,641 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,275,814 | 59,206 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $9,864,493 | 57,212 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,789,355 | 57,398 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,715,283 | 54,243 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,989,934 | 53,208 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $6,875,132 | 52,514 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $5,606,314 | 52,327 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,805,154 | 51,685 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,210,786 | 47,937 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,185,125 | 42,932 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,419,228 | 40,851 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $3,553,590 | 38,952 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $4,671,265 | 36,799 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,437,171 | 34,293 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,884,359 | 33,388 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,930,422 | 30,167 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,019,912 | 27,102 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $690,615 | 10,656 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $412,536 | 7,903 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $447,783 | 7,903 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $360,139 | 7,903 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||