Position in BX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$488,477
-$166,309 QoQ
Shares Held
4,248
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Heritage Wealth Advisors holds $226,045,908 across 25 Asset Management names. BX ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
4,794,455 | $169,915,485 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
1,250,130 | $50,592,761 | |
| 3 | RJF |
Raymond James Financial Inc
|
13,186 | $1,909,200 | |
| 4 | BLK |
BlackRock, Inc.
|
910 | $875,156 | |
| 5 | TY |
TRI-CONTINENTAL Corp
|
17,846 | $563,755 | |
| 6 | BX |
Blackstone Inc.
This page
|
4,248 | $488,477 | |
| 7 | RPC |
Ridgepost Capital, Inc.
|
65,277 | $473,911 | |
| 8 | BAM |
Brookfield Asset Management Ltd.
|
6,648 | $295,503 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $488,477 | 4,248 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $654,786 | 4,248 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $725,770 | 4,248 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $635,415 | 4,248 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $640,751 | 4,584 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $809,167 | 4,693 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $776,522 | 5,071 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $671,119 | 5,421 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $712,156 | 5,421 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $709,717 | 5,421 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $621,947 | 5,805 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $548,987 | 5,905 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $518,695 | 5,905 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $445,510 | 6,005 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $494,248 | 5,905 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $547,836 | 6,005 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $762,274 | 6,005 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $776,986 | 6,005 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $698,621 | 6,005 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $602,753 | 6,205 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $462,458 | 6,205 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $402,146 | 6,205 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $323,901 | 6,205 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $351,575 | 6,205 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $282,761 | 6,205 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||