Position in BX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,653,875
+$944,930 QoQ
Shares Held
133,032
+4.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#275
of 2,111 holders
Holding Since
Mar 2020
25 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, 2026Strategic Wealth Partners, Ltd. holds $51,179,592 across 67 Asset Management names. BX ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
133,032 | $15,653,875 | |
| 2 | BLK |
BlackRock, Inc.
|
11,908 | $11,450,256 | |
| 3 | OWL |
Blue Owl Capital Inc.
|
442,931 | $3,875,646 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
80,113 | $3,412,012 | |
| 5 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
329,048 | $3,191,765 | |
| 6 | PTY |
Pimco Corporate & Income Opportunity Fund
|
185,861 | $2,235,907 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
203,227 | $2,209,077 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
188,529 | $2,085,130 |
All Filings in BX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,653,875 | 133,032 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,708,945 | 127,915 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,133,498 | 85,205 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $14,274,859 | 83,552 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,024,437 | 80,388 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $2,284,047 | 13,247 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,861,601 | 12,157 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,020,539 | 16,321 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $5,596,493 | 42,601 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $6,428,957 | 49,106 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $4,190,995 | 39,117 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $5,961,422 | 64,122 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $2,532,075 | 28,826 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,015,519 | 27,167 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $2,651,113 | 31,674 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $3,059,945 | 33,541 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $5,515,543 | 43,450 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $4,588,040 | 35,459 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,552,790 | 30,538 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,634,825 | 27,124 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $2,366,998 | 31,759 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,955,771 | 30,177 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,491,510 | 28,573 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,752,777 | 30,935 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $776,695 | 17,044 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||