Position in BX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,849,419
+$120,775 QoQ
Shares Held
15,717
+4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#197
of 698 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $14,722,392 across 24 Asset Management names. BX ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,193 | $4,031,821 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
105,595 | $2,503,657 | |
| 3 | BX |
Blackstone Inc.
This page
|
15,717 | $1,849,419 | |
| 4 | ARCC |
Ares Capital Corp
|
60,567 | $1,122,306 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
31,899 | $962,392 | |
| 6 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
35,019 | $531,938 | |
| 7 | ARES |
Ares Management Corp
|
4,654 | $518,036 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
19,194 | $320,539 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,849,419 | 15,717 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,728,644 | 15,033 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,348,014 | 15,233 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,589,231 | 15,155 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,251,328 | 15,051 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,113,473 | 15,120 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,790,445 | 16,184 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,469,221 | 16,125 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,981,419 | 16,005 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,184,551 | 16,629 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,223,676 | 16,985 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,820,951 | 16,996 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,619,258 | 17,417 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,927,707 | 33,330 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,281,342 | 30,750 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,888,020 | 22,557 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,050,850 | 22,480 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,080,673 | 16,391 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,998,687 | 15,447 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,302,891 | 11,199 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,069,219 | 11,007 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,107,962 | 14,866 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $955,947 | 14,750 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $767,183 | 14,697 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $801,285 | 14,142 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $648,506 | 14,231 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||