Position in BX
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$10,420,278
-$5,992,857 QoQ
Shares Held
90,619
-14.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5.773623633012944.ToString("F0")%
Shared 0.ToString("F0")%
None 94.22637636698705.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $298,866,626 across 303 Asset Management names. BX ranks #2 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
71,807 | $69,057,509 | |
| 2 | BX |
Blackstone Inc.
This page
|
90,619 | $10,420,278 | |
| 3 | AMP |
Ameriprise Financial Inc
|
15,896 | $7,064,182 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
385,169 | $6,590,241 | |
| 5 | KKR |
KKR & Co. Inc.
|
64,649 | $5,980,032 | |
| 6 | RJF |
Raymond James Financial Inc
|
31,020 | $4,491,385 | |
| 7 | NAD |
Nuveen Quality Municipal Income Fund
|
387,632 | $4,457,768 | |
| 8 | IQI |
Invesco Quality Municipal Income Trust
|
455,485 | $4,381,765 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,420,278 | 90,619 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $16,413,135 | 106,482 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $14,867,025 | 87,018 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $11,228,970 | 75,070 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,149,803 | 94,075 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,871,742 | 86,253 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,197,171 | 73,122 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,727,135 | 102,804 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $11,350,893 | 86,404 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,822,011 | 75,023 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,729,767 | 81,480 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,213,464 | 66,833 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,420,313 | 73,091 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,365,198 | 72,317 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,125,202 | 61,233 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,511,751 | 60,416 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $6,721,346 | 52,949 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,636,985 | 59,023 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $3,278,343 | 28,179 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,591,930 | 16,388 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $758,715 | 10,180 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $648,164 | 10,001 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $560,262 | 10,733 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $523,991 | 9,248 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $504,505 | 11,071 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||