Foundations Investment Advisors, LLC
EndowmentPosition in BX — Blackstone Inc.
CIK 1743404
PHOENIX, AZ
Position in BX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,820,371
+$4,779,200 QoQ
Shares Held
185,437
+25.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#231
of 2,112 holders
Holding Since
Mar 2021
19 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, 2026Foundations Investment Advisors, LLC holds $80,214,299 across 46 Asset Management names. BX ranks #1 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
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|
185,437 | $21,820,371 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
276,021 | $8,327,553 | |
| 3 | ARCC |
Ares Capital Corp
|
305,610 | $5,662,953 | |
| 4 | DNP |
Dnp Select Income Fund Inc
|
474,847 | $5,123,598 | |
| 5 | ARDC |
Ares Dynamic Credit Allocation Fund, Inc.
|
338,475 | $4,274,939 | |
| 6 | MFIC |
MidCap Financial Investment Corp
|
387,610 | $3,907,108 | |
| 7 | SII |
Sprott Inc.
|
33,318 | $3,743,277 | |
| 8 | TROW |
Price T Rowe Group Inc
|
28,431 | $3,232,320 |
All Filings in BX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,820,371 | 185,437 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,041,171 | 148,197 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $18,033,762 | 116,996 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $16,244,930 | 95,083 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $12,914,886 | 86,341 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,929,145 | 63,880 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,563,411 | 49,666 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,465,148 | 42,220 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,615,759 | 37,284 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,440,437 | 33,801 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,551,826 | 34,768 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,651,054 | 43,411 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $4,211,912 | 45,304 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,385,441 | 38,541 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,227,406 | 30,023 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $868,889 | 10,381 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $716,702 | 7,856 | Shares | Sole | 2022-07-08 | |
| 2021-06-30 | $503,573 | 5,184 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $323,236 | 4,337 | Shares | Sole | 2021-04-09 | |
| No filing history on record for this holder in this stock. | ||||||