Position in BX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,869,894
-$3,786,513 QoQ
Shares Held
51,047
-18.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Independent Advisor Alliance holds $67,183,298 across 73 Asset Management names. BX ranks #1 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
51,047 | $5,869,894 | |
| 2 | PTY |
Pimco Corporate & Income Opportunity Fund
|
371,808 | $4,484,003 | |
| 3 | BLK |
BlackRock, Inc.
|
4,290 | $4,125,735 | |
| 4 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
247,485 | $3,977,083 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
69,012 | $3,293,252 | |
| 6 | GDL |
Gdl Fund
|
384,932 | $3,206,483 | |
| 7 | ARCC |
Ares Capital Corp
|
165,466 | $2,981,696 | |
| 8 | TROW |
Price T Rowe Group Inc
|
31,592 | $2,847,702 |
All Filings in BX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,869,894 | 51,047 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,656,407 | 62,647 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,836,502 | 63,427 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,556,366 | 63,888 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,131,268 | 65,326 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,451,791 | 66,418 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,576,749 | 62,540 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,225,519 | 66,442 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,520,657 | 64,860 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $9,356,197 | 71,465 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,697,044 | 71,841 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,414,479 | 58,239 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $5,242,642 | 59,684 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,338,267 | 71,954 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,104,994 | 72,939 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $6,227,177 | 68,258 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $8,539,507 | 67,272 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $9,015,507 | 69,677 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,163,462 | 87,360 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,311,518 | 54,679 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,718,301 | 49,890 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,197,142 | 49,331 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,555,764 | 48,961 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,826,654 | 49,888 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,308,700 | 72,607 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||