Position in BX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$930,384
-$264,509 QoQ
Shares Held
8,091
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NWAM LLC holds $9,749,257 across 20 Asset Management names. BX ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
54,009 | $1,914,078 | |
| 2 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
82,048 | $1,171,645 | |
| 3 | BX |
Blackstone Inc.
This page
|
8,091 | $930,384 | |
| 4 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
25,279 | $929,003 | |
| 5 | PTY |
Pimco Corporate & Income Opportunity Fund
|
43,816 | $528,420 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
12,988 | $525,624 | |
| 7 | DPG |
Duff & Phelps Utility & Infrastructure Fund Inc.
|
35,712 | $515,681 | |
| 8 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
88,168 | $469,053 |
All Filings in BX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $930,384 | 8,091 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,194,893 | 7,752 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,314,519 | 7,694 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $1,145,483 | 7,658 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $1,266,942 | 7,348 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,238,515 | 8,088 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $1,119,141 | 8,519 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,112,820 | 8,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,199,646 | 11,197 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $832,546 | 8,955 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $808,655 | 9,206 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $679,506 | 9,159 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $621,639 | 7,427 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $691,979 | 7,585 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $776,111 | 6,114 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $814,898 | 6,298 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $739,340 | 6,355 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $630,924 | 6,495 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $566,577 | 7,602 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $461,900 | 7,127 | Shares | Sole | 2021-01-22 | |
| 2020-06-30 | $417,697 | 7,372 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $345,283 | 7,577 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||