Position in BX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,795,173
+$35,482 QoQ
Shares Held
15,256
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#833
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)
Derivatives in BX
reported options exposure · as of Sep 30, 2020CallValue
$10,440
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $39,079,654 across 37 Asset Management names. BX ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
39,704 | $6,036,199 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
177,149 | $3,342,801 | |
| 3 | BLK |
BlackRock, Inc.
|
3,292 | $3,165,455 | |
| 4 | SII |
Sprott Inc.
|
26,538 | $2,981,544 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
234,360 | $2,840,443 | |
| 6 | NAC |
Nuveen California Quality Municipal Income Fund
|
177,723 | $2,154,002 | |
| 7 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
187,628 | $1,983,227 | |
| 8 | BX |
Blackstone Inc.
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|
15,256 | $1,795,173 |
All Filings in BX
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,795,173 | 15,256 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,759,691 | 15,303 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,546,392 | 16,520 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,947,333 | 17,251 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,386,997 | 15,958 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,389,958 | 17,098 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,871,935 | 34,056 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,359,396 | 34,999 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,155,470 | 33,566 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,051,844 | 30,843 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,430,987 | 33,845 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,523,406 | 32,886 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,075,447 | 33,080 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,154,597 | 35,913 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,704,373 | 36,452 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,881,958 | 34,432 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,804,803 | 19,783 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,725,147 | 21,468 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,808,539 | 21,706 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,651,388 | 22,790 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,197,501 | 22,622 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,345,279 | 44,885 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,835,307 | 43,748 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,335,575 | 83,057 | Shares | Sole | 2020-10-09 | |
| 2020-09-30 | $10,440 | 200 | Call | Sole | 2020-10-09 | |
| 2020-06-30 | $4,872,080 | 85,988 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $11,332 | 200 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $9,114 | 200 | Call | Sole | 2020-05-14 | |
| 2020-03-31 | $3,802,315 | 83,439 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||