Position in BX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,571,435
+$1,328,215 QoQ
Shares Held
72,843
+15.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#392
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, 2026Integrated Wealth Concepts LLC holds $168,150,866 across 327 Asset Management names. BX ranks #2 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
669,243 | $20,191,061 | |
| 2 | BX |
Blackstone Inc.
This page
|
72,843 | $8,571,435 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
598,905 | $7,791,754 | |
| 4 | GOF |
Guggenheim Strategic Opportunities Fund
|
554,462 | $6,054,725 | |
| 5 | BGB |
Blackstone Strategic Credit 2027 Term Fund
|
529,787 | $5,986,593 | |
| 6 | MAIN |
Main Street Capital CORP
|
90,172 | $4,678,123 | |
| 7 | BLK |
BlackRock, Inc.
|
4,756 | $4,573,179 | |
| 8 | ADX |
Adams Diversified Equity Fund, Inc.
|
162,590 | $4,154,174 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,571,435 | 72,843 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,243,220 | 62,990 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,276,460 | 27,744 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $9,266,220 | 54,236 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $7,275,272 | 48,638 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $7,232,217 | 51,740 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,749,172 | 33,344 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $4,696,650 | 30,671 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,756,711 | 30,345 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,026,884 | 30,653 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,710,534 | 28,342 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,801,434 | 35,481 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $4,014,909 | 43,185 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $3,625,947 | 41,279 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,453,834 | 33,075 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,067,772 | 36,652 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,475,771 | 38,099 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $3,783,954 | 29,809 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $3,882,476 | 30,006 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,829,854 | 24,324 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,147,709 | 11,815 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $718,022 | 9,634 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $631,897 | 9,750 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $501,850 | 9,614 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $477,190 | 8,422 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $313,430 | 6,878 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||