Position in BX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$55,301,840
+$6,106,934 QoQ
Shares Held
469,974
+9.9% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#111
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, 2026Cetera Investment Advisers holds $1,081,032,132 across 353 Asset Management names. BX ranks #2 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
71,539 | $68,789,040 | |
| 2 | BX |
Blackstone Inc.
This page
|
469,974 | $55,301,840 | |
| 3 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
3,627,961 | $50,174,700 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
1,658,246 | $50,029,281 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
|
3,005,236 | $39,098,120 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
2,178,984 | $36,389,032 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
780,914 | $33,259,127 | |
| 8 | ARCC |
Ares Capital Corp
|
1,404,371 | $26,022,994 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,301,840 | 469,974 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $49,194,906 | 427,819 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $55,930,161 | 362,853 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $63,762,928 | 373,210 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $49,727,123 | 332,445 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $41,700,148 | 298,327 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $51,431,506 | 298,292 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $44,634,638 | 291,482 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $36,290,236 | 293,136 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $41,891,922 | 318,885 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $11,096,517 | 84,758 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,706,669 | 90,598 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,584,199 | 92,333 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,847,537 | 89,339 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,647,646 | 89,603 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,663,931 | 55,722 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,514,067 | 82,364 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,563,819 | 83,219 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $11,571,477 | 89,431 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,733,412 | 92,259 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,746,097 | 90,036 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,030,669 | 80,916 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,301,069 | 81,794 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,009,913 | 19,347 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,125,380 | 19,862 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $923,339 | 20,262 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||