Position in BX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$20,121
+$2,183 QoQ
Shares Held
171
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,995
of 2,112 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $183,018 across 26 Asset Management names. BX ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
|
2,158 | $36,038 | |
| 2 | BLK |
BlackRock, Inc.
|
34 | $32,693 | |
| 3 | BX |
Blackstone Inc.
This page
|
171 | $20,121 | |
| 4 | AMP |
Ameriprise Financial Inc
|
36 | $16,515 | |
| 5 | STT |
State Street Corp
|
78 | $13,228 | |
| 6 | APO |
Apollo Global Management, Inc.
|
92 | $10,884 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
|
235 | $10,539 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
173 | $7,368 |
All Filings in BX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,121 | 171 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $17,938 | 156 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $23,891 | 155 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $22,893 | 134 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $21,689 | 145 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $18,590 | 133 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $22,931 | 133 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $18,222 | 119 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $14,732 | 119 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $15,633 | 119 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $15,579 | 119 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $11,678 | 109 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $4,276 | 46 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $4,040 | 46 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $3,412 | 46 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $3,850 | 46 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $4,196 | 46 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $5,839 | 46 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $5,951 | 46 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||