Position in BX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,199,134
+$102,867 QoQ
Shares Held
18,689
+2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#754
of 2,112 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $47,386,303 across 47 Asset Management names. BX ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
83,813 | $9,528,699 | |
| 2 | BLK |
BlackRock, Inc.
|
7,554 | $7,263,624 | |
| 3 | AMP |
Ameriprise Financial Inc
|
14,259 | $6,541,458 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
160,327 | $6,449,955 | |
| 5 | WT |
WisdomTree, Inc.
|
131,102 | $2,220,867 | |
| 6 | BX |
Blackstone Inc.
This page
|
18,689 | $2,199,134 | |
| 7 | KKR |
KKR & Co. Inc.
|
23,371 | $2,144,990 | |
| 8 | NIE |
Virtus Equity & Convertible Income Fund
|
25,600 | $687,616 |
All Filings in BX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,199,134 | 18,689 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,096,267 | 18,230 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,410,039 | 22,123 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,074,460 | 12,142 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,371,947 | 9,172 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,295,900 | 9,271 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,584,367 | 9,189 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,407,724 | 9,193 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,059,109 | 8,555 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,324,735 | 10,084 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,320,197 | 10,084 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,759,667 | 16,424 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,571,564 | 16,904 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $781,776 | 8,900 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $481,864 | 6,495 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $208,369 | 2,284 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $239,028 | 1,883 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $241,829 | 1,869 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $861,534 | 8,869 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $672,707 | 9,026 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $665,598 | 10,270 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $531,500 | 10,182 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $592,380 | 10,455 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $278,706 | 6,116 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||