Position in BX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,807,488
+$986,047 QoQ
Shares Held
23,859
+50.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#660
of 2,076 holders
Holding Since
Sep 2021
15 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $61,589,925 across 45 Asset Management names. BX ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
7,203 | $6,926,116 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
487,564 | $6,343,207 | |
| 3 | AMP |
Ameriprise Financial Inc
|
9,230 | $4,234,354 | |
| 4 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
184,826 | $3,633,679 | |
| 5 | BXSL |
Blackstone Secured Lending Fund
|
147,236 | $3,490,965 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
320,944 | $3,488,661 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
207,786 | $3,276,785 | |
| 8 | BX |
Blackstone Inc.
This page
|
23,859 | $2,807,488 |
All Filings in BX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,807,488 | 23,859 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,821,441 | 15,840 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,449,994 | 9,407 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,226,873 | 7,181 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $837,797 | 5,601 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $801,358 | 5,733 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $873,479 | 5,066 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $305,647 | 1,996 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $246,238 | 1,989 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $275,088 | 2,094 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $268,778 | 2,053 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $213,101 | 1,989 | Shares | Sole | 2023-10-11 | |
| 2022-03-31 | $211,862 | 1,669 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $229,020 | 1,770 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $205,921 | 1,770 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||