Position in BX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,097,097
+$1,222,613 QoQ
Shares Held
145,297
+5.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#260
of 2,112 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $111,415,655 across 74 Asset Management names. BX ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,835 | $20,995,662 | |
| 2 | BX |
Blackstone Inc.
This page
|
145,297 | $17,097,097 | |
| 3 | RJF |
Raymond James Financial Inc
|
54,515 | $8,287,915 | |
| 4 | KKR |
KKR & Co. Inc.
|
85,199 | $7,819,564 | |
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
198,183 | $7,739,046 | |
| 6 | STT |
State Street Corp
|
36,385 | $6,170,896 | |
| 7 | ARCC |
Ares Capital Corp
|
192,694 | $3,570,619 | |
| 8 | AMP |
Ameriprise Financial Inc
|
6,263 | $2,873,213 |
All Filings in BX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,097,097 | 145,297 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,874,484 | 138,051 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,617,860 | 127,273 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,262,180 | 30,800 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,296,869 | 42,097 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,072,909 | 29,138 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,777,413 | 27,708 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,446,037 | 22,504 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,644,738 | 21,363 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,632,522 | 20,039 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $620,428 | 4,739 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $419,667 | 3,917 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $257,247 | 2,767 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $223,816 | 2,548 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||