Position in BX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,811,458
-$1,321,558 QoQ
Shares Held
33,146
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Wellington Shields & Co., LLC holds $10,089,960 across 14 Asset Management names. BX ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
33,146 | $3,811,458 | |
| 2 | APO |
Apollo Global Management, Inc.
|
19,220 | $2,141,492 | |
| 3 | BLK |
BlackRock, Inc.
|
1,390 | $1,336,776 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
38,985 | $923,554 | |
| 5 | SEIC |
Sei Investments Co
|
6,500 | $510,055 | |
| 6 | NSLR |
Neostellar Capital Corp.
|
26,338 | $282,079 | |
| 7 | KKR |
KKR & Co. Inc.
|
3,000 | $277,500 | |
| 8 | PAX |
Patria Investments Ltd
|
18,400 | $231,840 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,811,458 | 33,146 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,133,016 | 33,301 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,698,189 | 33,352 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,937,037 | 33,006 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,626,158 | 33,096 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,559,855 | 32,246 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,980,859 | 32,527 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,079,333 | 32,951 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,406,018 | 33,539 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $4,451,672 | 34,003 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $3,888,110 | 36,290 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,443,980 | 37,044 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,443,503 | 39,202 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,867,888 | 38,656 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,164,027 | 37,802 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,626,848 | 39,755 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,596,530 | 44,088 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,573,862 | 43,078 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,307,721 | 37,027 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,802,545 | 39,145 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,729,735 | 36,626 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,313,392 | 35,695 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,870,482 | 35,833 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,863,887 | 32,896 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,475,647 | 32,382 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||