Position in BX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$13,347,004
-$3,922,070 QoQ
Shares Held
116,071
+3.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
15 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, 2026Stratos Wealth Advisors, LLC holds $36,846,632 across 28 Asset Management names. BX ranks #1 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
116,071 | $13,347,004 | |
| 2 | DBL |
DoubleLine Opportunistic Credit Fund
|
288,641 | $4,214,158 | |
| 3 | BLK |
BlackRock, Inc.
|
3,220 | $3,096,706 | |
| 4 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
211,914 | $3,055,799 | |
| 5 | DSL |
DoubleLine Income Solutions Fund
|
240,389 | $2,603,412 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
242,656 | $2,499,356 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
67,236 | $1,116,789 | |
| 8 | VKQ |
Invesco Municipal Trust
|
88,727 | $844,681 |
All Filings in BX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,347,004 | 116,071 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $17,269,074 | 112,035 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $19,080,015 | 111,677 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $16,561,946 | 110,723 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $15,756,840 | 112,726 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $20,235,211 | 117,360 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $17,962,149 | 117,300 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $14,535,977 | 117,415 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $15,056,841 | 114,614 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $14,851,302 | 113,438 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $12,052,607 | 112,494 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $9,162,007 | 98,548 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $8,517,229 | 96,963 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $7,201,623 | 97,070 | Shares | Sole | 2023-01-19 | |
| 2021-06-30 | $329,596 | 3,393 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||