Position in BX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$253,225
-$5,042 QoQ
Shares Held
2,152
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,685
of 2,112 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $28,626,622 across 25 Asset Management names. BX ranks #17 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
108,809 | $5,645,010 | |
| 2 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
373,362 | $5,163,596 | |
| 3 | ARCC |
Ares Capital Corp
|
253,713 | $4,701,301 | |
| 4 | ARES |
Ares Management Corp
|
31,354 | $3,490,013 | |
| 5 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
127,068 | $1,890,771 | |
| 6 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
46,138 | $1,277,099 | |
| 7 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
79,209 | $1,230,907 | |
| 8 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
17,839 | $960,986 |
All Filings in BX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,225 | 2,152 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $258,267 | 2,246 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $470,127 | 3,050 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $475,817 | 2,785 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $405,810 | 2,713 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $382,158 | 2,734 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $487,776 | 2,829 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $460,002 | 3,004 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $314,080 | 2,537 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $344,712 | 2,633 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $349,704 | 3,264 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $303,175 | 3,261 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $331,508 | 3,774 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $318,052 | 4,287 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $359,658 | 4,297 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,778,908 | 85,267 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,287,552 | 10,143 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,002,365 | 23,204 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,947,822 | 25,338 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,540,793 | 26,156 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,017,228 | 27,066 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,926,866 | 29,731 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,514,583 | 29,015 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||