Position in BX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$961,716
+$292,590 QoQ
Shares Held
8,173
+40.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,056
of 2,106 holders
Holding Since
Dec 2023
9 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, 2026BIP Wealth, LLC holds $18,474,107 across 10 Asset Management names. BX ranks #2 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
515,018 | $15,538,093 | |
| 2 | BX |
Blackstone Inc.
This page
|
8,173 | $961,716 | |
| 3 | BLK |
BlackRock, Inc.
|
765 | $735,593 | |
| 4 | ARCC |
Ares Capital Corp
|
19,265 | $356,980 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
|
19,009 | $247,307 | |
| 6 | CRF |
Cornerstone Total Return Fund Inc
|
23,712 | $170,252 | |
| 7 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
20,898 | $157,988 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
13,927 | $151,386 |
All Filings in BX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $961,716 | 8,173 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $669,126 | 5,819 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $931,159 | 6,041 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $461,978 | 2,704 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $289,138 | 1,933 | Shares | Sole | 2025-07-31 | |
| 2024-12-31 | $273,285 | 1,585 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $237,351 | 1,550 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $281,788 | 2,145 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $202,926 | 1,550 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||