Position in BX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,602,730
+$546,409 QoQ
Shares Held
13,938
+103.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 25.326445688047066.ToString("F0")%
Shared 0.ToString("F0")%
None 74.67355431195294.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Calamos Wealth Management LLC holds $4,344,857 across 7 Asset Management names. BX ranks #1 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
13,938 | $1,602,730 | |
| 2 | CSQ |
Calamos Strategic Total Return Fund
|
85,160 | $1,457,939 | |
| 3 | ARES |
Ares Management Corp
|
3,167 | $345,519 | |
| 4 | OWL |
Blue Owl Capital Inc.
|
37,107 | $338,786 | |
| 5 | BLK |
BlackRock, Inc.
|
268 | $257,738 | |
| 6 | KKR |
KKR & Co. Inc.
|
2,242 | $207,385 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
12,000 | $134,760 |
All Filings in BX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,602,730 | 13,938 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,056,321 | 6,853 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,121,117 | 6,562 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $494,810 | 3,308 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $488,670 | 3,496 | Shares | Sole | 2025-04-29 | |
| 2021-09-30 | $258,972 | 2,226 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $427,804 | 4,404 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $274,941 | 3,689 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $239,084 | 3,689 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||