Position in BX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,524,297
-$14,039 QoQ
Shares Held
12,954
-3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#896
of 2,112 holders
Holding Since
Mar 2020
20 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, 2026Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. BX ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
|
761,468 | $7,782,202 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
122,009 | $5,196,363 | |
| 3 | LIEN |
Chicago Atlantic BDC, Inc.
|
511,387 | $4,996,250 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
204,611 | $3,457,925 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
112,147 | $1,825,753 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
321,246 | $1,561,255 | |
| 7 | BX |
Blackstone Inc.
This page
|
12,954 | $1,524,297 | |
| 8 | ERC |
Allspring Multi-Sector Income Fund
|
147,782 | $1,361,072 |
All Filings in BX
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,524,297 | 12,954 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,538,336 | 13,378 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,768,448 | 11,473 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,819,723 | 10,651 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,611,574 | 10,774 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,744,314 | 12,479 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,116,800 | 12,277 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,876,301 | 12,253 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,713,020 | 13,837 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,905,915 | 14,508 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,879,618 | 14,357 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,191,396 | 11,120 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,079,567 | 11,612 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,017,538 | 11,584 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $860,010 | 11,592 | Shares | Sole | 2023-02-09 | |
| 2021-03-31 | $762,740 | 10,234 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $696,253 | 10,743 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $556,452 | 10,660 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,562,002 | 27,568 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,140,936 | 25,037 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||