Position in BX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$535,516
+$36,345 QoQ
Shares Held
4,551
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,297
of 2,106 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LVW Advisors, LLC holds $6,759,451 across 12 Asset Management names. BX ranks #6 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
9,282 | $1,574,227 | |
| 2 | TROW |
Price T Rowe Group Inc
|
8,864 | $1,007,748 | |
| 3 | BLK |
BlackRock, Inc.
|
887 | $852,903 | |
| 4 | APO |
Apollo Global Management, Inc.
|
6,241 | $738,372 | |
| 5 | PFG |
Principal Financial Group Inc
|
5,473 | $589,879 | |
| 6 | BX |
Blackstone Inc.
This page
|
4,551 | $535,516 | |
| 7 | ARCC |
Ares Capital Corp
|
18,231 | $337,820 | |
| 8 | AMP |
Ameriprise Financial Inc
|
606 | $278,008 |
All Filings in BX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,516 | 4,551 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $499,171 | 4,341 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $662,185 | 4,296 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $713,982 | 4,179 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $566,160 | 3,785 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $499,853 | 3,576 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $562,951 | 3,265 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $487,412 | 3,183 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $345,154 | 2,788 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $243,297 | 1,852 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $220,207 | 1,682 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $232,517 | 2,501 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $218,721 | 2,490 | Shares | Sole | 2023-05-03 | |
| 2020-06-30 | $337,466 | 5,956 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $287,091 | 6,300 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||