Baltimore-Washington Financial Advisors, Inc.
Position in BX — Blackstone Inc.
CIK 1555486
Columbia, MD
Position in BX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$870,051
-$45,844 QoQ
Shares Held
7,394
-7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,096
of 2,112 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Baltimore-Washington Financial Advisors, Inc. holds $34,177,436 across 7 Asset Management names. BX ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
19,558 | $18,806,190 | |
| 2 | ARCC |
Ares Capital Corp
|
664,980 | $12,322,079 | |
| 3 | BX |
Blackstone Inc.
This page
|
7,394 | $870,051 | |
| 4 | TY |
TRI-CONTINENTAL Corp
|
24,416 | $840,398 | |
| 5 | SOR |
Source Capital /De/
|
14,067 | $646,659 | |
| 6 | EMF |
Templeton Emerging Markets Fund
|
19,081 | $443,060 | |
| 7 | TDF |
Templeton Dragon Fund Inc
|
22,865 | $248,999 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $870,051 | 7,394 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $915,895 | 7,965 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,124,960 | 227,877 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $38,159,689 | 223,352 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $32,396,634 | 216,584 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $28,711,371 | 205,404 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $34,815,736 | 201,924 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $30,685,414 | 200,388 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $24,259,600 | 195,958 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $24,852,182 | 189,177 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $23,319,601 | 178,121 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $18,453,900 | 172,241 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $16,012,873 | 172,237 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $21,450,000 | 244,194 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $17,733,042 | 239,022 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $20,217,483 | 241,547 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $21,906,786 | 240,127 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $31,250,850 | 246,186 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $31,711,159 | 245,082 | Shares | Sole | 2022-04-08 | |
| 2021-09-30 | $28,575,779 | 245,623 | Shares | Sole | 2021-10-20 | |
| 2021-03-31 | $18,348,242 | 246,186 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $15,529,642 | 239,618 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $12,250,400 | 234,682 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $662,015 | 11,684 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $10,648,615 | 233,676 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||