Position in BX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$230,986
+$29,179 QoQ
Shares Held
1,963
+11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,740
of 2,112 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Selective Wealth Management, Inc. holds $230,986 across 1 Asset Management name. BX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
1,963 | $230,986 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,986 | 1,963 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $201,807 | 1,755 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $278,530 | 1,807 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $309,238 | 1,810 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $270,739 | 1,810 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $253,001 | 1,810 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $312,080 | 1,810 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $277,165 | 1,810 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $224,078 | 1,810 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $343,401 | 2,614 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $342,224 | 2,614 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $280,063 | 2,614 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $289,508 | 3,114 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $277,248 | 3,737 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $312,368 | 3,732 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $376,323 | 4,125 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $523,627 | 4,125 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $533,733 | 4,125 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $468,268 | 4,025 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $223,422 | 2,300 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $34,060 | 457 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $29,423 | 454 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $23,542 | 451 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $14,165 | 250 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $11,301 | 248 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||