Position in BX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,462,244
+$12,728 QoQ
Shares Held
20,925
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#721
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, 2026Wealthcare Advisory Partners LLC holds $63,534,498 across 46 Asset Management names. BX ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
545,634 | $16,461,777 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
436,792 | $7,294,426 | |
| 3 | ARCC |
Ares Capital Corp
|
264,044 | $4,892,735 | |
| 4 | APO |
Apollo Global Management, Inc.
|
33,725 | $3,990,004 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
205,537 | $3,878,483 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
79,900 | $3,214,377 | |
| 7 | BX |
Blackstone Inc.
This page
|
20,925 | $2,462,244 | |
| 8 | GNT |
GAMCO Natural Resources, Gold & Income Trust
|
241,340 | $1,966,921 |
All Filings in BX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,462,244 | 20,925 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,449,516 | 21,302 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,590,228 | 23,292 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,249,537 | 30,726 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,493,831 | 30,043 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,942,075 | 28,202 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,788,793 | 27,774 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,106,180 | 26,815 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,219,047 | 26,002 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,050,542 | 23,221 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,692,631 | 20,567 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,669,026 | 15,578 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,443,731 | 15,529 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $964,483 | 10,980 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $733,293 | 9,884 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $827,541 | 9,887 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $863,491 | 9,465 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,028,975 | 8,106 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,068,243 | 8,256 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $844,046 | 7,255 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $678,037 | 6,980 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $543,696 | 7,295 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $417,830 | 6,447 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $380,590 | 7,291 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $412,654 | 7,283 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $188,067 | 4,127 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||