Position in BX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$315,237
-$121,265 QoQ
Shares Held
2,679
-29.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,568
of 2,112 holders
Holding Since
Mar 2021
16 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, 2026HCR Wealth Advisors holds $741,734 across 2 Asset Management names. BX ranks #2 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GAB |
Gabelli Equity Trust Inc
|
75,353 | $426,497 | |
| 2 | BX |
Blackstone Inc.
This page
|
2,679 | $315,237 |
All Filings in BX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,237 | 2,679 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $436,502 | 3,796 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,003,451 | 6,510 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,145,890 | 6,707 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $887,158 | 5,931 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $619,085 | 4,429 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $514,846 | 2,986 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $453,417 | 2,961 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $544,596 | 4,399 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $515,233 | 3,922 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $233,954 | 1,787 | Shares | Sole | 2024-02-09 | |
| 2022-03-31 | $371,807 | 2,929 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $421,423 | 3,257 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $377,290 | 3,243 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $313,859 | 3,231 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $239,539 | 3,214 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||