Position in BX
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$906,465
-$1,570,563 QoQ
Shares Held
7,883
-50.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WealthPLAN Partners, LLC holds $2,801,412 across 5 Asset Management names. BX ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
22,413 | $1,186,992 | |
| 2 | BX |
Blackstone Inc.
This page
|
7,883 | $906,465 | |
| 3 | MMD |
NYLI MacKay DefinedTerm Muni Opportunities Fund
|
26,420 | $392,337 | |
| 4 | FSCO |
FS Credit Opportunities Corp.
|
36,032 | $183,763 | |
| 5 | DSL |
DoubleLine Income Solutions Fund
|
12,175 | $131,855 |
All Filings in BX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $906,465 | 7,883 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,477,028 | 16,070 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $2,927,514 | 17,135 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $2,460,740 | 16,451 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $2,797,137 | 20,011 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,043,902 | 17,654 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $3,124,311 | 20,403 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $3,514,929 | 28,392 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $3,600,851 | 27,410 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $2,926,192 | 22,351 | Shares | Other | 2024-01-05 | |
| 2023-09-30 | $2,324,616 | 21,697 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $1,343,973 | 14,456 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $1,707,696 | 19,441 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,155,367 | 29,052 | Shares | Other | 2023-02-16 | |
| 2022-03-31 | $2,741,903 | 21,600 | Shares | Other | 2022-05-03 | |
| 2021-12-31 | $1,237,744 | 9,566 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,142,225 | 9,818 | Shares | Sole | 2021-12-09 | |
| 2021-06-30 | $951,582 | 9,796 | Shares | Other | 2021-08-19 | |
| 2021-03-31 | $1,005,185 | 13,487 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $1,110,972 | 17,142 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $856,184 | 16,402 | Shares | Sole | 2020-12-18 | |
| 2020-06-30 | $952,681 | 16,814 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $2,208,185 | 48,457 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||