Position in BX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,648,349
+$207,418 QoQ
Shares Held
56,500
+0.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#449
of 2,112 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Derivatives in BX
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$235,340
PutShares
2,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026Merit Financial Group, LLC holds $100,844,639 across 117 Asset Management names. BX ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
12,854 | $12,359,888 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
441,028 | $10,033,386 | |
| 3 | ARCC |
Ares Capital Corp
|
406,876 | $7,539,411 | |
| 4 | BX |
Blackstone Inc.
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|
56,500 | $6,648,349 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
362,233 | $4,252,614 | |
| 6 | KKR |
KKR & Co. Inc.
|
34,227 | $3,141,350 | |
| 7 | AMP |
Ameriprise Financial Inc
|
6,529 | $2,995,239 | |
| 8 | BEN |
Franklin Resources Inc
|
81,520 | $2,712,167 |
All Filings in BX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,340 | 2,000 | Put | Sole | 2026-07-20 | |
| 2026-06-30 | $6,648,349 | 56,500 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $6,440,931 | 56,013 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $8,560,008 | 55,534 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $7,536,534 | 44,112 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $7,299,204 | 48,798 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,218,965 | 37,337 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $5,698,825 | 33,052 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,969,864 | 12,864 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,266,474 | 10,230 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,186,402 | 9,031 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,007,036 | 7,692 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $728,552 | 6,800 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $523,421 | 5,630 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $896,143 | 10,202 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,051,272 | 14,170 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $527,979 | 6,308 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $483,062 | 5,295 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $312,653 | 2,463 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||