Position in BX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,497,219
+$253,200 QoQ
Shares Held
63,714
+1.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#418
of 2,112 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $64,931,740 across 133 Asset Management names. BX ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
254,392 | $30,097,113 | |
| 2 | KKR |
KKR & Co. Inc.
|
108,313 | $9,940,961 | |
| 3 | BX |
Blackstone Inc.
This page
|
63,714 | $7,497,219 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
167,767 | $3,165,763 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
82,485 | $2,488,572 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
29,499 | $1,186,744 | |
| 7 | BLK |
BlackRock, Inc.
|
1,156 | $1,111,559 | |
| 8 | AMP |
Ameriprise Financial Inc
|
1,713 | $785,851 |
All Filings in BX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,497,219 | 63,714 | Shares | Sole | 2026-07-24 | |
| 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. | ||||||