Position in BX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,243,220
+$2,966,760 QoQ
Shares Held
62,990
+127.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $131,226,274 across 129 Asset Management names. BX ranks #2 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
637,542 | $22,594,488 | |
| 2 | BX |
Blackstone Inc.
This page
|
62,990 | $7,243,220 | |
| 3 | MAIN |
Main Street Capital CORP
|
103,138 | $5,462,188 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
318,785 | $5,295,018 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
190,867 | $4,655,246 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
95,026 | $4,534,640 | |
| 7 | BLK |
BlackRock, Inc.
|
3,527 | $3,391,951 | |
| 8 | BGB |
Blackstone Strategic Credit 2027 Term Fund
|
288,008 | $3,211,289 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||