Position in BX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$920,149
+$170,258 QoQ
Shares Held
8,002
+64.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 15.683579105223695.ToString("F0")%
Shared 0.ToString("F0")%
None 84.3164208947763.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Regal Investment Advisors LLC holds $6,508,887 across 21 Asset Management names. BX ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
21,914 | $1,045,736 | |
| 2 | BX |
Blackstone Inc.
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|
8,002 | $920,149 | |
| 3 | EOT |
Eaton Vance National Municipal Opportunities Trust
|
30,702 | $525,618 | |
| 4 | BLK |
BlackRock, Inc.
|
517 | $497,204 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
|
29,317 | $486,955 | |
| 6 | NZF |
Nuveen Municipal Credit Income Fund
|
27,939 | $340,297 | |
| 7 | PFG |
Principal Financial Group Inc
|
3,036 | $273,573 | |
| 8 | MMT |
Aberdeen Multi-Market Income Fund
|
58,883 | $272,039 |
All Filings in BX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $920,149 | 8,002 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $749,891 | 4,865 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $889,274 | 5,205 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $730,399 | 4,883 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $599,097 | 4,286 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $427,774 | 2,481 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $374,862 | 2,448 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $420,424 | 3,396 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $413,027 | 3,144 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $393,545 | 3,006 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $298,384 | 2,785 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $238,096 | 2,561 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $215,735 | 2,456 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $244,236 | 2,918 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $235,282 | 2,579 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $258,195 | 2,034 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $242,735 | 1,876 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||