Position in BX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,065,696
+$54,061 QoQ
Shares Held
17,555
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#778
of 2,112 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. BX ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
115,773 | $2,744,977 | |
| 2 | BX |
Blackstone Inc.
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|
17,555 | $2,065,696 | |
| 3 | KKR |
KKR & Co. Inc.
|
10,154 | $931,934 | |
| 4 | CET |
Central Securities Corp
|
16,394 | $859,865 | |
| 5 | ECF |
Ellsworth Growth & Income Fund Ltd
|
52,289 | $690,737 | |
| 6 | GDV |
Gabelli Dividend & Income Trust
|
18,050 | $530,670 | |
| 7 | APO |
Apollo Global Management, Inc.
|
4,340 | $513,465 | |
| 8 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
25,742 | $479,830 |
All Filings in BX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,065,696 | 17,555 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,011,635 | 17,494 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,623,154 | 17,018 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,031,220 | 17,742 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,624,829 | 17,548 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,420,011 | 17,313 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,840,274 | 16,473 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,522,510 | 16,473 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,040,100 | 16,479 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,187,573 | 16,652 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,191,731 | 16,741 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,847,522 | 17,244 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,618,235 | 17,406 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,537,112 | 17,499 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,307,895 | 17,629 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,448,679 | 17,308 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,579,008 | 17,308 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,231,224 | 17,577 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,273,641 | 17,572 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,044,675 | 17,575 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,705,098 | 17,553 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,324,621 | 17,773 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,046,292 | 16,144 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $742,023 | 14,215 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $805,421 | 14,215 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $647,777 | 14,215 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||