Position in BX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,604,891
+$1,137,880 QoQ
Shares Held
90,124
+9.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#347
of 2,112 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. BX ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,807 | $20,968,738 | |
| 2 | BST |
BlackRock Science & Technology Trust
|
211,966 | $10,748,795 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
365,524 | $10,746,405 | |
| 4 | BX |
Blackstone Inc.
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|
90,124 | $10,604,891 | |
| 5 | ARCC |
Ares Capital Corp
|
406,494 | $7,532,333 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
243,765 | $7,320,262 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
225,504 | $6,803,455 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
437,539 | $6,510,580 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,604,891 | 90,124 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,467,011 | 82,329 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $15,589,719 | 101,140 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,090,467 | 100,032 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,840,695 | 85,845 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,918,481 | 85,266 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,979,986 | 81,081 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,868,279 | 84,035 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,346,832 | 83,577 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,967,544 | 91,098 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,978,623 | 99,134 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,022,839 | 93,549 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,093,875 | 87,059 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,614,234 | 86,683 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,054,645 | 81,610 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $7,092,319 | 84,735 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,709,735 | 128,354 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $16,538,250 | 130,284 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $15,961,809 | 123,362 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $12,778,669 | 109,839 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,600,111 | 109,122 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,802,471 | 104,689 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,993,416 | 77,047 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,957,334 | 75,811 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,788,684 | 66,867 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,114,891 | 68,354 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||