Position in BX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$46,194,012
-$13,470,652 QoQ
Shares Held
401,722
+3.8% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.37165004654960393.ToString("F0")%
Shared 0.ToString("F0")%
None 99.6283499534504.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Derivatives in BX
reported options exposure · as of Jun 30, 2023CallValue
$92,970
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Mar 31, 2026Creative Planning holds $462,647,698 across 180 Asset Management names. BX ranks #1 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
401,722 | $46,194,012 | |
| 2 | CGBD |
Carlyle Secured Lending, Inc.
|
3,231,986 | $35,357,926 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
1,360,717 | $32,235,385 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
794,790 | $32,165,151 | |
| 5 | BLK |
BlackRock, Inc.
|
29,533 | $28,402,181 | |
| 6 | JHG |
Janus Henderson Group Ltc.
|
364,316 | $18,714,912 | |
| 7 | AMP |
Ameriprise Financial Inc
|
39,543 | $17,572,909 | |
| 8 | STT |
State Street Corp
|
113,253 | $14,333,299 |
All Filings in BX
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,194,012 | 401,722 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $59,664,664 | 387,081 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $65,450,413 | 383,087 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $39,670,560 | 265,213 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $35,040,608 | 250,684 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $42,777,746 | 248,102 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $36,435,138 | 237,936 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $28,259,566 | 228,268 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $29,577,692 | 225,148 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $27,381,262 | 209,145 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $22,124,731 | 206,503 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $92,970 | 1,000 | Call | Sole | 2023-07-21 | |
| 2023-06-30 | $18,779,753 | 201,998 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $16,411,322 | 186,832 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $175,680 | 2,000 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $13,075,764 | 176,247 | Shares | Sole | 2023-02-10 | |
| 2022-12-31 | $7,419 | 100 | Call | Sole | 2023-02-10 | |
| 2022-09-30 | $16,740 | 200 | Call | Sole | 2022-11-03 | |
| 2022-09-30 | $14,346,682 | 171,406 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $14,819,948 | 162,446 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $19,755,672 | 155,630 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,392,474 | 134,419 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $17,537,556 | 150,744 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $13,213,079 | 136,021 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $12,430,486 | 166,785 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $10,199,408 | 157,374 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $6,803,695 | 130,339 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $6,761,237 | 119,330 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,604,882 | 122,995 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||