Position in BX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,068,793
+$911,628 QoQ
Shares Held
34,578
+25.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#571
of 2,112 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $152,000,262 across 66 Asset Management names. BX ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
77,619 | $74,635,325 | |
| 2 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
297,457 | $14,902,595 | |
| 3 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
513,166 | $7,548,671 | |
| 4 | KKR |
KKR & Co. Inc.
|
80,171 | $7,358,094 | |
| 5 | VVR |
Invesco Senior Income Trust
|
1,779,730 | $5,339,190 | |
| 6 | BX |
Blackstone Inc.
This page
|
34,578 | $4,068,793 | |
| 7 | APO |
Apollo Global Management, Inc.
|
29,377 | $3,475,592 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
306,066 | $3,326,937 |
All Filings in BX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,068,793 | 34,578 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,157,165 | 27,456 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,199,544 | 27,245 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $3,808,905 | 25,464 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,225,703 | 23,077 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,045,662 | 23,464 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,202,652 | 27,445 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,712,334 | 21,909 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,772,957 | 21,108 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,801,426 | 21,398 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $2,202,262 | 20,555 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $959,171 | 10,317 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $878,400 | 10,000 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $665,039 | 8,964 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $961,545 | 11,488 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,375,201 | 15,074 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,292,376 | 10,181 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,265,175 | 9,778 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,038,218 | 8,924 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $864,157 | 8,896 | Shares | Sole | 2021-08-24 | |
| 2020-09-30 | $340,500 | 6,523 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $375,000 | 0 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $438,337 | 9,619 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||