Position in BX
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$26,880,407
-$44,889,180 QoQ
Shares Held
233,763
-49.8% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 2.240730996778789.ToString("F0")%
Shared 0.ToString("F0")%
None 97.75926900322122.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Derivatives in BX
reported options exposure · as of Sep 30, 2024CallValue
$520,642
CallShares
3,400
PutValue
$0
PutShares
0
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 Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $366,045,203 across 167 Asset Management names. BX ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
49,242 | $47,356,523 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,112,010 | $39,409,634 | |
| 3 | IVZ |
Invesco Ltd.
|
1,515,077 | $36,801,220 | |
| 4 | BX |
Blackstone Inc.
This page
|
233,763 | $26,880,407 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
874,917 | $21,339,225 | |
| 6 | AMP |
Ameriprise Financial Inc
|
37,838 | $16,815,207 | |
| 7 | KKR |
KKR & Co. Inc.
|
129,586 | $11,986,705 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
198,205 | $9,458,342 |
All Filings in BX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,880,407 | 233,763 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $71,769,587 | 465,613 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $79,112,263 | 463,051 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $70,624,496 | 472,152 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $63,419,024 | 453,706 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $78,395,063 | 454,675 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $520,642 | 3,400 | Call | Sole | 2024-10-24 | |
| 2024-09-30 | $65,805,320 | 429,735 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $53,454,859 | 431,784 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $55,712,966 | 424,092 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $56,763,769 | 433,576 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $48,708,201 | 454,622 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $496,471 | 5,652 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,554,990 | 101,833 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $292,196 | 3,491 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||