Position in BX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,981,183
-$446,180 QoQ
Shares Held
34,622
+20.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Wealth Advisors of Tampa Bay, LLC holds $7,116,460 across 4 Asset Management names. BX ranks #1 (55.9% of the industry book) .
All Filings in BX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,981,183 | 34,622 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,427,363 | 28,723 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,632,597 | 27,115 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,819,583 | 18,850 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||