Position in BX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,180,028
+$2,979,972 QoQ
Shares Held
52,520
+88.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#467
of 2,112 holders
Holding Since
Mar 2020
26 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, 2026Wealthspire Advisors, LLC holds $49,912,238 across 44 Asset Management names. BX ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
159,511 | $6,495,287 | |
| 2 | BX |
Blackstone Inc.
This page
|
52,520 | $6,180,028 | |
| 3 | EIM |
Eaton Vance Municipal Bond Fund
|
563,559 | $5,613,047 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
374,135 | $4,818,858 | |
| 5 | APO |
Apollo Global Management, Inc.
|
31,445 | $3,720,257 | |
| 6 | BLK |
BlackRock, Inc.
|
3,342 | $3,213,533 | |
| 7 | KKR |
KKR & Co. Inc.
|
22,676 | $2,081,203 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
199,488 | $1,571,965 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,180,028 | 52,520 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,200,056 | 27,829 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,430,291 | 28,742 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,423,306 | 25,890 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,901,046 | 26,080 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,599,195 | 25,749 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,266,360 | 24,744 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,985,973 | 26,030 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,074,696 | 24,836 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,105,849 | 23,642 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,097,043 | 23,656 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,691,571 | 25,122 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,210,082 | 23,772 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,336,953 | 37,989 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,823,597 | 38,059 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,136,406 | 37,472 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,437,455 | 37,679 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,652,985 | 36,655 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,805,803 | 37,142 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,431,274 | 38,089 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,579,067 | 26,550 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,337,304 | 44,778 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,122,851 | 32,755 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $465,258 | 8,913 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $390,500 | 6,892 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,284,982 | 28,198 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||