Position in BX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$235,340
-$1,309 QoQ
Shares Held
2,000
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,725
of 2,112 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cypress Wealth Services, LLC holds $8,523,931 across 11 Asset Management names. BX ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
90,754 | $1,712,527 | |
| 2 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
124,509 | $1,368,353 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
44,931 | $1,355,568 | |
| 4 | VCV |
Invesco California Value Municipal Income Trust
|
71,687 | $773,502 | |
| 5 | BLK |
BlackRock, Inc.
|
788 | $757,709 | |
| 6 | CEV |
Eaton Vance California Municipal Income Trust
|
63,476 | $667,767 | |
| 7 | ARCC |
Ares Capital Corp
|
32,675 | $605,467 | |
| 8 | RMI |
RiverNorth Opportunistic Municipal Income Fund, Inc.
|
32,500 | $503,425 |
All Filings in BX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,340 | 2,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $236,649 | 2,058 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $307,971 | 1,998 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $342,554 | 2,005 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $294,523 | 1,969 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $276,764 | 1,980 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $333,115 | 1,932 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $292,631 | 1,911 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $229,649 | 1,855 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $234,364 | 1,784 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $457,434 | 3,494 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $373,597 | 3,487 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $324,093 | 3,486 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $314,906 | 3,585 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $258,403 | 3,483 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $290,606 | 3,472 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $316,568 | 3,470 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $438,958 | 3,458 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $509,408 | 3,937 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $457,914 | 3,936 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $386,617 | 3,980 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||