Position in BX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,682,993
-$874,960 QoQ
Shares Held
14,636
-11.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
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, 2026Sigma Planning Corp holds $27,770,961 across 42 Asset Management names. BX ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
158,119 | $2,849,304 | |
| 2 | MSIF |
Msc Income Fund, Inc.
|
207,539 | $2,527,825 | |
| 3 | TROW |
Price T Rowe Group Inc
|
22,197 | $2,000,837 | |
| 4 | MAIN |
Main Street Capital CORP
|
35,492 | $1,879,656 | |
| 5 | BX |
Blackstone Inc.
This page
|
14,636 | $1,682,993 | |
| 6 | BEN |
Franklin Resources Inc
|
67,747 | $1,600,184 | |
| 7 | UTG |
Reaves Utility Income Fund
|
37,095 | $1,457,091 | |
| 8 | CION |
CION Investment Corp
|
211,663 | $1,447,774 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,682,993 | 14,636 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,557,953 | 16,595 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,110,665 | 18,207 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,632,009 | 17,596 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,422,247 | 17,329 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,957,865 | 17,155 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,710,247 | 17,699 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,249,074 | 18,167 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,288,990 | 17,424 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $945,897 | 7,225 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,208,155 | 20,610 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,056,682 | 22,122 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,977,278 | 22,510 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,325,033 | 17,860 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,195,738 | 14,286 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,442,072 | 15,807 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,996,004 | 15,724 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $9,198,464 | 71,091 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $10,793,559 | 92,776 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $6,134,488 | 63,151 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,530,678 | 60,790 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $653,608 | 10,085 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $542,305 | 10,389 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $707,400 | 12,485 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $589,721 | 12,941 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||