Position in BX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$7,244,019
-$1,387,970 QoQ
Shares Held
62,997
+12.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $65,897,485 across 133 Asset Management names. BX ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
260,401 | $29,013,874 | |
| 2 | KKR |
KKR & Co. Inc.
|
115,809 | $10,712,330 | |
| 3 | BX |
Blackstone Inc.
This page
|
62,997 | $7,244,019 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
137,018 | $3,341,869 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
65,201 | $2,310,723 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
29,133 | $1,390,226 | |
| 7 | BLK |
BlackRock, Inc.
|
1,326 | $1,275,221 | |
| 8 | AMP |
Ameriprise Financial Inc
|
2,308 | $1,025,670 |
All Filings in BX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,244,019 | 62,997 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $8,631,989 | 56,001 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,355,573 | 54,759 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,135,953 | 54,392 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,476,551 | 53,488 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,065,494 | 52,578 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,080,514 | 52,769 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,704,882 | 54,159 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,395,088 | 48,680 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $6,380,907 | 48,739 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,706,059 | 53,258 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,892,637 | 52,626 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,614,848 | 52,537 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,696,737 | 49,828 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $17,325 | 207 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $69,606 | 763 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $31,226 | 246 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $22,901 | 177 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||