Position in BX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,205,488
+$1,275,564 QoQ
Shares Held
18,743
+131.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#195
of 770 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $28,134,153 across 26 Asset Management names. BX ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
14,160 | $13,615,689 | |
| 2 | KKR |
KKR & Co. Inc.
|
26,263 | $2,410,418 | |
| 3 | BX |
Blackstone Inc.
This page
|
18,743 | $2,205,488 | |
| 4 | NTRS |
Northern Trust Corp
|
11,078 | $1,925,799 | |
| 5 | AMG |
Affiliated Managers Group, Inc.
|
3,864 | $1,307,577 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,945 | $892,288 | |
| 7 | AB |
Alliancebernstein Holding L.P.
|
24,062 | $847,463 | |
| 8 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
35,683 | $493,495 |
All Filings in BX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,205,488 | 18,743 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $929,924 | 8,087 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,307,415 | 8,482 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,430,356 | 8,372 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,266,942 | 8,470 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,171,635 | 8,382 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,282,804 | 7,440 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,114,786 | 7,280 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $906,339 | 7,321 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $602,462 | 4,586 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $942,754 | 7,201 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $479,022 | 4,471 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $429,428 | 4,619 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $419,787 | 4,779 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $349,880 | 4,716 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $412,389 | 4,927 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $440,823 | 4,832 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $612,739 | 4,827 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $583,160 | 4,507 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $539,235 | 4,635 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $658,609 | 6,780 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $274,643 | 3,685 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $257,814 | 3,978 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||