Position in BX
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$603,467
-$324,147 QoQ
Shares Held
5,248
-12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026BSW Wealth Partners holds $11,014,424 across 6 Asset Management names. BX ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
534,972 | $8,885,884 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
23,327 | $826,708 | |
| 3 | BX |
Blackstone Inc.
This page
|
5,248 | $603,467 | |
| 4 | NTRS |
Northern Trust Corp
|
2,354 | $328,547 | |
| 5 | STT |
State Street Corp
|
1,918 | $242,742 | |
| 6 | PTY |
Pimco Corporate & Income Opportunity Fund
|
10,537 | $127,076 |
All Filings in BX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $603,467 | 5,248 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $927,614 | 6,018 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,080,967 | 6,327 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $908,848 | 6,076 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $833,088 | 5,960 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,068,314 | 6,196 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $697,354 | 4,554 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $567,499 | 4,584 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $598,521 | 4,556 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $585,474 | 4,472 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $479,130 | 4,472 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $415,761 | 4,472 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $392,820 | 4,472 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $331,777 | 4,472 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $366,187 | 4,375 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $399,131 | 4,375 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $555,362 | 4,375 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $566,081 | 4,375 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||