Position in BX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,140,339
+$220,190 QoQ
Shares Held
9,691
+21.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,004
of 2,120 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 15%
None 85%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Regal Investment Advisors LLC holds $6,626,227 across 20 Asset Management names. BX ranks #1 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
9,691 | $1,140,339 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
22,064 | $887,634 | |
| 3 | EOT |
Eaton Vance National Municipal Opportunities Trust
|
28,531 | $502,716 | |
| 4 | BLK |
BlackRock, Inc.
|
508 | $488,472 | |
| 5 | PFG |
Principal Financial Group Inc
|
3,840 | $413,875 | |
| 6 | NZF |
Nuveen Municipal Credit Income Fund
|
30,750 | $389,910 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
29,190 | $379,761 | |
| 8 | MMT |
Aberdeen Multi-Market Income Fund
|
64,383 | $283,285 |
All Filings in BX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,140,339 | 9,691 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||