Position in BX
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$6,354,462
+$19,617 QoQ
Shares Held
55,261
+34.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026B. Riley Wealth Advisors, Inc. holds $46,111,557 across 69 Asset Management names. BX ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
403,720 | $6,903,612 | |
| 2 | BX |
Blackstone Inc.
This page
|
55,261 | $6,354,462 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
308,845 | $5,129,915 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
73,475 | $2,750,904 | |
| 5 | RA |
Brookfield Real Assets Income Fund Inc.
|
144,543 | $1,858,822 | |
| 6 | CSWC |
Capital Southwest Corp
|
69,760 | $1,543,091 | |
| 7 | GLAD |
Gladstone Capital Corp
|
88,295 | $1,531,918 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,756 | $1,416,997 |
All Filings in BX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,354,462 | 55,261 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,334,845 | 41,098 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,391,156 | 37,408 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,145,344 | 41,084 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $10,226,230 | 59,310 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $11,164,248 | 72,907 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $10,543,550 | 85,166 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $10,081,859 | 76,744 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $10,120,508 | 77,303 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $8,222,352 | 76,744 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $6,788,855 | 73,022 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,530,318 | 62,959 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $5,223,866 | 70,412 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $6,467,498 | 77,270 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $5,590,664 | 61,281 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $8,737,533 | 68,832 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $9,019,905 | 69,711 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $7,640,162 | 65,671 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $5,679,581 | 58,468 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $5,550,397 | 74,472 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $3,082,428 | 47,561 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $2,844,900 | 54,500 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $2,478,251 | 43,739 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,044,042 | 44,855 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||