Position in BX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,268,198
-$780,656 QoQ
Shares Held
37,118
+13.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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, 2026CreativeOne Wealth, LLC holds $40,222,498 across 39 Asset Management names. BX ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOF |
Guggenheim Strategic Opportunities Fund
|
946,815 | $10,433,901 | |
| 2 | TROW |
Price T Rowe Group Inc
|
72,157 | $6,504,231 | |
| 3 | BX |
Blackstone Inc.
This page
|
37,118 | $4,268,198 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
78,197 | $2,771,301 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
69,861 | $1,703,909 | |
| 6 | BLK |
BlackRock, Inc.
|
1,558 | $1,498,343 | |
| 7 | UTG |
Reaves Utility Income Fund
|
34,296 | $1,347,146 | |
| 8 | ARCC |
Ares Capital Corp
|
69,755 | $1,256,984 |
All Filings in BX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,268,198 | 37,118 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,048,854 | 32,755 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,936,026 | 28,891 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,869,633 | 25,870 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,181,811 | 22,763 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,097,524 | 17,965 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,724,089 | 11,259 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $726,210 | 5,866 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $743,160 | 5,657 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $237,881 | 1,817 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $643,445 | 6,921 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $770,268 | 8,769 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $607,690 | 8,191 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $767,612 | 9,171 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,061,552 | 11,636 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,341,501 | 10,568 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,975,323 | 22,995 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,049,561 | 17,617 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,466,036 | 15,092 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,009,999 | 26,969 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,589,854 | 24,531 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||