Foundations Investment Advisors, LLC
EndowmentPosition in BX — Blackstone Inc.
CIK 1743404
PHOENIX, AZ
Position in BX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$17,041,171
-$992,591 QoQ
Shares Held
148,197
+26.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 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, 2026Foundations Investment Advisors, LLC holds $60,907,518 across 39 Asset Management names. BX ranks #1 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
148,197 | $17,041,171 | |
| 2 | ARCC |
Ares Capital Corp
|
335,685 | $6,049,043 | |
| 3 | MFIC |
MidCap Financial Investment Corp
|
433,541 | $4,873,000 | |
| 4 | DNP |
Dnp Select Income Fund Inc
|
453,666 | $4,672,759 | |
| 5 | ARDC |
Ares Dynamic Credit Allocation Fund, Inc.
|
379,595 | $4,615,875 | |
| 6 | CSWC |
Capital Southwest Corp
|
135,453 | $2,996,219 | |
| 7 | TROW |
Price T Rowe Group Inc
|
23,585 | $2,125,951 | |
| 8 | MAIN |
Main Street Capital CORP
|
38,524 | $2,040,230 |
All Filings in BX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||